Wells Fargo Securities Operations Representative Account 

Philippines, Caloocan 

560036558

In this role, you will:

• Perform various operational tasks on complex securities that require general knowledge of unit functions and systems
• Support securities operations
• Identify ways to improve the overall process
• Perform moderately complex duties such as processing, researching inquires and reconciling transactions
• Review time sensitive documents
• Receive direction from supervisor and coordinate situations involving other departments
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• At least 2nd year in college or Graduate of bachelor's or associate degree in any course
• Extensive customer service experience (account opening and maintenance) in the BPO/Contact Center financial account or Financial services industry
• Amenable to processing role
• Preferred background in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc)
• Wiling to work on permanent night shift schedule that follow US holidays
• Amenable to 100% onsite reporting in Five/Neo Building 31st Street Bonifacio Global Taguig City

Job Expectations:

• Review of Power-of-Attorney document(a legal document that indicates the powers that an individual wants to have the Power-of-Attorney agent to act on its behalf) and other supporting documents in order to add a Power-of-Attorney agent (a third party individual to act on behalf of the client based on the powers vested as indicated on the Power-of-Attorney document) to a specific Brokerage account.

21 May 2025

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.