Securities Specialist
Wells Fargo
Manila, Philippines
6d ago

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 back office role which requires : Complex processing (end to end process)Domain knowledgeAnd 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
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