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Securities Operations Representative for Credit Asset Movement

  • Operations
  • Full time
  • R-240632

About this role:

Wells Fargo is looking for Securities Operations Representative under Wealth and Investment Management group.


In this role, you will:

  • Perform various operational tasks on complex securities that require general knowledge of unit functions and systems
  • Support securities operations
  • Identify ways to improve the overall process
  • Perform moderately complex duties such as processing, researching inquires and reconciling transactions
  • Review time sensitive documents
  • Receive direction from supervisor and coordinate situations involving other departments
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal customers
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications

  • Completed at least 2 years of tertiary education
  • At least 3 years of experience in Customer Service for a financial campaign
  • Amenable to 100% pure voice role
  • Preferred background in securities operations (e.g trade processing, trade booking, brokerage services, derivatives and fixed income
  • Amenable to permanent night shift that follow US holidays
  • Amenable to work onsite in Mckinley Hill, Taguig City

Job Expectations

The Credit Asset Movement - Securities Operations Representative will perform the final checks and control functions in approving or rejecting service requests received in Smart Station related to asset movements such as Journal Transfers, Wire Transfers, Check Disbursements, ACH and any other asset movement not covered by Service Requests). The team also receive and make calls to and from Wells Fargo Advisors and Client Associates for clarifications on other activity related to their accounts and status of their service requests.
 
The Securities Operations Representative position is within the Credit Asset Movement of Wells Fargo Advisors. We are looking for dynamic, detail oriented and proactive group of individuals who can perform variety of operational tasks for moderately complex securities or cash related transactions and processes that require general knowledge. Credit Asset Movement performs the final checks and control functions in approving or rejecting service requests received in Smart Station related to asset movements such as Journal Transfers, Wire Transfers, Check Disbursements, ACH and any other asset movement not covered by Service Requests). The team also receive and make calls to and from Wells Fargo Advisors (FA) and Client Associates (CA)  for clarifications on other activity related to their accounts and status of their service requests.
 

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.


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