Senior Securities Specialist
Wells Fargo
Manila, Philippines
4d ago

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.

  • Duties may include : differentiating, processing and reconciling transactions; researching inquires; resolving customer complaints;
  • reviewing time sensitive and / or complex documents; creating or revising departmental procedures.


  • Coordinates situations involving multiple departments
  • May provide department level reporting using multiple sources
  • May provide training or work direction to junior level staff
  • Provides back-up for other desks
  • May have extensive customer contact; works under minimal supervision.
  • Market Skills and Certifications

    Completed atleast 2nd year in College (Bachelor's Degree) or finished 2 or 3 year Associate course

  • 3 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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