Wells Fargo Securities Ops Service Spec 

India, Karnataka, Bengaluru 

886954359

In this role, you will:

• Perform Reconciliation of advisory accounts and ensure accurate maintenance on the systems by adhering to the agreed service levels.

• Understanding the products and severity of the process which involves dealing with highly sensitive accounts.
• Additional functions of receiving notifications of deposits and/or withdrawals of cash and securities.
• Handling escalated requests requiring clarification & research to provide an accurate resolution.
• Liaising with portfolio managers regarding cash flows and active cash management
• Interaction with Financial Advisors, Investment Managers, Business counterparts to gather process/product related information.
• Regular connects with team to bridge process gaps, ensure procedures are upto date, ensure synergy within team members.
• Act as a SME to the process, guide the peers and team to provide any assistance needed.
• Supervise the team and ensure no breaches on SLA and quality.
• Support management with administrative activities, like metrics, pulse of team, assignment of tasks.
• Support and Train new joiners / existing team members.
• Contribute towards process efficiencies, like simplification or enhancement.
• Contribute towards mitigating risk in process by implementing effective controls.

Required Qualifications:

• 6+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• Finance and Commerce graduates

Required Qualifications for Europe, Middle East & Africa only:

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

Desired Qualifications:

• Candidate should have good accounting Knowledge
• Excellent problem solving and analytical skills and numerical skills
• Effective Communication and Presentation
• Desirable to have experience of interacting with US counterparts

Job Expectations:

• Working Hours: 6:30pm to 3:30am

17 Mar 2025

Wells Fargo Recruitment and Hiring Requirements:

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