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Securities Ops Service Spec 2

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
The Tax Reporting & Cost Basis Service team resolves complex inquiries coming from Client Associates and Financial Advisors related to Cost Basis and Tax Reporting issues including addressing and resolving branch questions, problems and concerns specific to the advisory business (e.g., physical processing, tax reporting, cost basis, fees and householding)
About the Role

Internally known as Securities Ops Service Specialist 2. The Tax Reporting Securities Operations Service Specialist 2 (SOSS2) provides service and support to all Wells Fargo Advisors business channel field associates and/or financial center associates. Responsibilities
include receiving and resolving questions, inquiries, and problems reported by these customers related to Tax Reporting and Cost Basis processes, policies, and procedures. Resolution must occur in a timely and accurate manner to satisfy internal and/or external clients. Must be able to answer electronic inquiries and respond to e-mails appropriately. Assist entire team in meeting targeted monthly service levels. Assist team members with fulfilling all departmental responsibilities. Ensures all calls and escalations are handled in accordance to departmental policy, procedure, and quality guidelines. Meets or exceeds established goals for service and productivity/availability. Proactively recognizes potential client impacts and service issues.
Market Skills and Certifications
  • Completed at least 2nd year w/out back subjects (Bachelor's Degree) or finished 2 to 3 year Associate Degree course
  • Preferred: Graduate of B.A./B.S. College Degree (4 years), Finance/Accountancy/Banking course
  • 2-4 years of working experience (voice office support) in the BPO/Contact Center industry
  • Preferred background in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc
    Skills/Competencies Requirements:

    . Excellent problem solving, analytical and technical skills with ability to apply critical judgment and come up with effective decisions.
    . Strong verbal and written communication skills and proficiency for detailed documentation with ability to validate work.
    . High proficiency with Microsoft Program
    . Ability to adapt to a fast paced environment and perform under pressure with a high motivation and able to meet stringent deadlines with strong sense of urgency and results and detail orientation.
    . Ability to plan, prioritize and execute a body of work with minimal supervision.
    . Exceptional research, data entry and exception handling skills.
    . Flexibility to work in night shifts, or weekends/holidays if deemed necessary by the business.
    . Possess an impeccable reputation for integrity, accuracy, consistency and business acumen.
    . Highly analytical and keen to details
    . Familiarity with banking documents

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. 68980

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