Wells Fargo Securities Operations Representative - Brokerage Field Services 

Philippines, Caloocan 

915338612

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:

• Completed 2nd year in college (bachelor's degree course)
• Strong customer service experience (voice support) in the BPO/Contact Center (financial account) or Financial services industry
• Amenable to voice support role (inbound and outbound calls)
• 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:

• Provide phone support to Financial Advisors around Money Movement related concerns
• Perform basic to advanced research and remediation on simple to moderately complex issues

Brokerage Field Services

13 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.