Securities Operations Service Specialist

Securities Operations Service Specialist

Wells Fargo
2-3 years
Not Specified

Job Description

Job Description :
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 20 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Market Job Description
About Wells Fargo Philippines
enables global talent capabilities for Wells Fargo Bank NA., by supporting business lines and staff functions across Operations, Risk and Compliance, Project Management, Finance & Accounting and Data Analytics. We operate in Taguig City, Metro Manila.
Department Overview

Wealth & Investment Management (WIM) is one of the nation's leading providers of financial and investment services in the United States. We offer a full range of products and services to meet clients unique needs and help them achieve financial goals. Services include Brokerage, Comprehensive planning and advice, Estate planning strategies, Investment management and Private banking
About the LOB
This is for Account Opening and Maintenance. This team performs a variety of operational tasks for account opening and maintenance related to transactions and processes. Account opening and maintenance online walkthrough and document requirements, approval of documents and service requests (not related to asset movement), general inquiries regarding policies and procedures (not related to asset movement).
About the Role

Internally known as Securities Operations Service Specialist 2. Acts as the team members first point of contact for Brokerage Account Opening and maintenance related concerns.
  • Performs a variety of operational tasks for moderately complex securities or cash related transactions or processes that require general knowledge of unit functions and systems
  • Duties may include: differentiating, processing and reconciling transactions researching inquires resolving customer complaints reviewing time sensitive and/or less complex to moderately complex documents revising departmental procedures
  • Coordinates situations that involve other departments
  • Has moderate customer contact
  • Works under moderate to minimal supervision

Market Skills and Certifications
Essential Qualifications
  • Completed at least 2nd year with no back subjects (Bachelor's degree) or finished 2-3 year Associate degree course
  • 2 years financial background
  • Experience supporting a voice process
  • Preferred background in WIM or related line of business

We Value Diversity
At Wells Fargo, we believe in diversity and inclusion in the workplace accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate. 70218

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