About Wells Fargo Philippines
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.
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, Insurance, Investment management, Private banking, Retirement and Trust.
Wells Fargo Advisors serves clients’ advisory, brokerage, and financial needs through comprehensive planning and advice, investment management, portfolio monitoring, estate planning and other services.
One of the nation's largest retail brokerage businesses, Wells Fargo Advisors combines the capabilities of a large, national company with the culture of a small, regional firm through its commitment to Financial Advisors and relationships with clients.
About the Role
Internally known as Securities operations Service Specialist 3. Performs a variety of operational tasks for complex securities or cash related transactions or processes that require extensive knowledge of unit functions and systems.
reviewing time sensitive and / or complex documents; creating or revising departmental procedures.
Market Skills and Certifications
Completed atleast 2nd year in College (Bachelor's Degree) or finished 2 or 3 year Associate course
domain knowledge;and extensive research in a BPO / KPO set-up
Background in securities operations(e.g trade processing, trade booking, brokerage services, etc), experience in risk services and quality assurance