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203 Wells Fargo Jobs

Customer Resolution Representative

2-4 years

Bangalore / Bengaluru

Customer Resolution Representative

Wells Fargo

posted 1d ago

Job Role Insights

Flexible timing

Job Description

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.

Employment Type: Full Time, Permanent

Read full job description

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What people at Wells Fargo are saying

Representative salary at Wells Fargo

reported by 1 employee with 2 years exp.
₹4.3 L/yr - ₹5.5 L/yr
46% more than the average Representative Salary in India
View more details

What Wells Fargo employees are saying about work life

based on 6.5k employees
58%
92%
76%
66%
Flexible timing
Monday to Friday
No travel
Day Shift
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Wells Fargo Benefits

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Education benefits
Well-being
Paid time off
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Free Transport
Health Insurance
Cafeteria
Gymnasium
Work From Home
Team Outings +6 more
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Wells Fargo Bangalore / Bengaluru Office Location

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Bangalore / Bengaluru, Karnataka Office
Outer Ring Road, Bengaluru, Karnataka 560103, IN Bangalore / Bengaluru, Karnataka
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