Securities Ops Service Spec
Wells Fargo
Makati City, National Capital Region
3d ago

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.

  • 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.

    Note : This role will support Account Opening and Maintenance for Wealth and Investment products; processing is through voice support with internal customers.

    Market Skills and Certifications

  • At least 2 years of tertiary education
  • 3 years of experience in Customer Service in a financial account
  • Experience in supporting complex process which involves mastering domain knowledge, research and investigation, etc. (e.
  • g. loans processing, fraud services, risk services, wealth and investment services, etc.)

  • Experience in a business to business campaign preferred
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