Wells Fargo Securities Operations Representative 

Philippines, Caloocan 

590902423

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, education

Desired Qualifications:

• Strong customer service support in BPO (financial account) or Financial industry
• Experience in Brokerage, Securities, Asset Movement and IRA is preferred
• Amenable to voice support and processing role
• 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:

• , reviews, approve or reject service requests related to asset movement of their brokerage accounts. Transaction types include Journal Transfers, Wire Transfers, Check Disbursements and ACHs and any other asset movements like prepayments, credit/debit write offs, journal exceptions, instructions update and stop payment on checks and any other asset movements not covered by usual service requests.

Wells Fargo Recruitment and Hiring Requirements:

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