Securities Specialist
Wells Fargo
Manila, National Capital Region
15h ago

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.

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 2. 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

  • 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.
  • Market Skills and Certifications

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