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
Performs a variety of operational tasks for highly complex securities or cash related transactions or processes that require expert knowledge of unit functions and systems. Duties may include: differentiating, processing, and reconciling transactions and performing a variety of balancing tasks Able to handle critical production or escalation issues Act as liaison to other internal departments, including technology groups and external sources Provides department level reporting using multiple sources May create and/or maintain databases May define user requirements and contribute to production and workflow improvements and create or revise departmental procedures Provides training or work direction for staff Provides back-up for numerous department functions May lead and/or participate in department projects May address compliance and corporate governance issues for the department May have extensive customer contact Works under minimal supervision with some degree of independence.
Estate Call Support caters to two lines of service namely Estate Service (Full Service) and Wellstrade Estate Service (WT Service).
These service lines answer questions/ queries from front office personnel (Full Service) and for external clients (WT Service) and provide information and paperwork needed to process death claims for IRA and Non-IRA accounts.
This team also handles inquiries regarding IRA divorce processing and how to submit requests for Account Valuations.
The Securities Operations Service Specialist 4 (SOSS4) position is within the the WIM Brokerage Operations - Estate Processing Department, part of Client Onboarding and Account Services Group at Wells Fargo Advisors.
This role will perform day to day operational function and support for team members assuring service level and other deliverables are met. Effective time management and multi tasking is a must.
Should be willing/flexible to work in rotational shifts and night shifts. High customer service excellence. High empathy, tolerance and patience. Moderate to high multitasking skills.
Unique Knowledge & Skill Requirement:
1 Proficiency with the use of MS Office Program
2 Critical thinking, analytical and decision making skills
3 Relationship, people and time management skills.
Market Skills and Certifications
Graduate of Banking and Finance or any related courses 4 - 6 years
At least 2 years of experience as a Team Lead in financial voice campaign / program.
Excellent written and verbal communication skills with strong customer service experience (conversational vs transactional)
Good analytical, reports generation and multi tasking skills
Can conduct training environment
Any experience in a Quality Assurance, Trainer Function, Coaching and Performance Management, People Management and Engagement, Analytics
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. 67777