Securities Ops Service Spec 3 for Individual Retirement Accounts

Securities Ops Service Spec 3 for Individual Retirement Accounts

Wells Fargo
4-7 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
The Securities Operations Service Specialist 3 (SOSS3) position is within the IRA Operations Department, part of Services and Operations Group at Wells Fargo Advisors. The IRA Service Group assists financial advisors or client associates with our firm policies, procedures, and general IRS Regulation questions. The service team fields all channel calls and are expected to understand the policies for each channel.
Market Skills and Certifications
. 4 years of working experience (voice support) in the BPO/Contact Center industry
. Preferred background in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc
. 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. 67965

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