About this role:

Wells Fargo is seeking a Securities Operations Representative.

In this role, you will:

• Receive, review, approve or reject, and manually enter service requests in SmartStation related to/from the clients' brokerage accounts.
• Meet performance delivery on performance metrics and service level agreements which include but not limited to individual attendance, schedule adherence, productivity, and quality check targets for calls and processing.
• Consistently take and execute instructions, follow through on agreed action items in all areas of responsibility, actively engage on performance or development discussions, and demonstrate accountability on pre-assigned or real-time workload as dictated by business needs.
• Achieve effective risk management through compliance to policy & procedure, completion of regulatory courses, and to timely escalate any incidents or issues that have the potential to cause or have already caused adverse impacts to the client or firm.
• Complete daily deliverables which include but not limited to service request tracking, client contact logging, and updating of system issue tracker.
• Support inbound calls for Investment Contact Center and Wells Fargo Advisors FA.
• Receive and respond to emails or instant messages from Wells Fargo Advisors and Client Associates on clarifications related to the asset movement service requests.

• 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, education

• Completed bachelor's degree in any course
• Blended experience in customer service and processing
• Experience in customer service and demonstrates ability to anticipate customer's needs
• Excellent problem solving, analytical and technical skills with ability to apply critical judgment and come up with effective decisions.
• Strong verbal and written communication skills and proficiency for detailed documentation with ability to validate work.
• Ability to adapt to a fast paced environment and perform under pressure with a high motivation and able to meet stringent deadlines with strong sense of urgency and results and detail orientation.
• Excellent Interpersonal skills - people and process management
• Wiling to work on permanent night shift schedule that follow US holidays
• Amenable to 100% onsite reporting in Five/Neo Building 31st Street Bonifacio Global Taguig City

• The Securities Operations Representative (SOR) is responsible for processing asset movement service requests for Automated Clearing House (ACH) on demand transfers and Check disbursement.
• The SOR will be responsible for reviewing various systems and documents to confirm the validity and accuracy of the transfer and the availability of assets in the client's accounts to accommodate the transfer/check request.
• The SOR will be responsible for identifying any problems with a transaction and working with the requestor to remedy the issue providing strong customer service as part of their role.