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 DescriptionAbout 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.
The process includes: receives, reviews, approve or reject service requests in Smart Station. The documents, forms and service requests are subject to good order review to ensure compliance with the existing internal policies, federal laws and regulations. The requests that are in good orders and approved are processed accordingly via automation or manual processing. The items rejected are sent back to the requestor for further clarification or for submission of additional or required documents.
When transaction is approved, the request goes through straight through processing (STP) or secondary approval (within field services control or another group such as credit margin) for their review. When transaction is rejected, on-hold, or requested clarification, the team will communicate with the front office team the reason for such and/or ask for additional requirement to fulfill the requests when applicable. The team makes calls, emails and electronic messages to branches and Wells Fargo advisors on queries related to their service requests status and client activity specifically related to asset movements.About the Role
Internally known as Securities Ops Service Specialist 2. SOSS 2 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.Responsibilities:
- 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
- Completed 2 years of tertiary education
- 3 years of working experience (voice and back office support) in the BPO/Contact Center industry
- Amenable to work night shift
- Preferred background in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc. If with FINRA License as preferred but not required and maybe sponsored
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. 68778