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0.0 - 3.0 years

3 - 3 Lacs

Noida, Gurugram, Delhi / NCR

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Handle customer calls, resolve issues promptly. Meet SLAs, ensure top service. Excellent communication & night shift availability (5:30 PM-5 AM IST; Sat/Sun off). Document interactions, drive improvements. Interested candidates can contact 6399149784

Posted 1 week ago

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2 - 7 years

4 - 9 Lacs

Bengaluru

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About this role: Wells Fargo is seeking a Customer Resolution Representative. In this role, you will: Support internal and external customers with inquiries and complaints regarding financial products and services Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly Required Qualifications: 2+ years of contact experience in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Posted 2 months ago

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2 - 4 years

7 - 17 Lacs

Bengaluru

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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 Experience: 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education. Experience in Securities Operations and movement of Securities and Cash in IRA And Brokerage Accounts. Desired Qualifications: Min bachelor's in commerce/ BBA, MBA in Finance and similar finance related qualifications will be advantageous. Job Expectations: Job expectations will be to review complex paperwork submitted by clients and process transactions involving both cash and securities. Liaison with ACAT Teams, Legal Teams, Risk Teams to resolve queries and complete asset movement from deceased accounts to Beneficiary Accounts. Have good exposure to MS-Excel which will be utilized in day-to-day workings. Have good knowledge of U.S Securities Markets and Financial Instruments which will be required in Asset Movement function for the Job Role. Have good working knowledge of IRS Regulations with regards to IRA Accounts and Brokerage Accounts. Have good, focused mindset to work in movement of Securities without causing errors ad misses due to complex nature of movement involved and securities valuation related to the market.

Posted 3 months ago

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