Securities Specialist
Wells Fargo
Manila, Philippines
6d ago

About the Role

Internally known as Securities Operations Service Specialist 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.


  • 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

  • Completed atleast 2nd year in College (Bachelor's Degree) or finished 2 or 3 year Associate course
  • 2 years of experience in a back office and voice process combined which requires : complex processing (end to end process);
  • domain knowledge;and extensive research in a BPO / KPO set-up

  • Preferred : Background in securities operations(e.g trade processing, trade booking, brokerage services, etc), experience in risk services and quality assurance
  • Highly analytical and keen to details
  • Good communications skills
  • Amenable to work in shifting schedules
  • Amenable to work in McKinley Hill, Taguig
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