Securities Operations Service Spec R Service - Representative

6 - 8 years

7 - 17 Lacs

Posted:2 months ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

About this role: Wells Fargo is seeking a Lead securities operations Representative. In this role, you will: Perform Reconciliation of advisory accounts and ensure accurate maintenance on the systems by adhering to the agreed service levels. Understanding the products and severity of the process which involves dealing with highly sensitive accounts. Additional functions of receiving notifications of deposits and/or withdrawals of cash and securities. Handling escalated requests requiring clarification & research to provide an accurate resolution. Liaising with portfolio managers regarding cash flows and active cash management Interaction with Financial Advisors, Investment Managers, Business counterparts to gather process/product related information. Regular connects with team to bridge process gaps, ensure procedures are upto date, ensure synergy within team members. Act as a SME to the process, guide the peers and team to provide any assistance needed. Supervise the team and ensure no breaches on SLA and quality. Support management with administrative activities, like metrics, pulse of team, assignment of tasks. Support and Train new joiners existing team members. Contribute towards process efficiencies, like simplification or enhancement. Contribute towards mitigating risk in process by implementing effective controls. Required Qualifications: 6+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Finance and Commerce graduates Required Qualifications for Europe, Middle East & Africa only: Experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Candidate should have good accounting Knowledge Excellent problem solving and analytical skills and numerical skills Effective Communication and Presentation Desirable to have experience of interacting with US counterparts Job Expectations: Working Hours: 6:30pm to 3:30am

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Wells Fargo logo
Wells Fargo

Banking and Financial Services

San Francisco

RecommendedJobs for You