Securities Specialist
Wells Fargo
Manila, National Capital Region, Philippines
18h ago

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 30 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

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, Insurance, Investment management, Private banking, Retirement and Trust.

Job Description

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.

Responsibilities

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 2 years of tertiary education

    2 years of experience in a voice or back office role 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

    Highly analytical and keen to details

    Good communications skills

    Amenable to work in shifting schedules

    Amenable to work in McKinley Hill, Taguig

    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.

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