Hybrid Securities Operations Associate

Posted yesterday

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About the role

  • Securities Operations Associate supporting low complexity lifecycle tasks in Wealth and Investment Management at Wells Fargo. Fostering customer relationships and improving operational processes.

Responsibilities

  • Participate in low complexity lifecycle support tasks
  • Help identify opportunities for process improvements within Securities Operations
  • Review basic or tactical issues, policies or procedures related to low-risk tasks
  • Provide information to, collaborate, and consult with peers and managers
  • Build expertise in operational processes including client account onboarding

Requirements

  • 6+ months of Securities Operations experience, or equivalent
  • Customer service focus with experience handling complex transactions across multiple systems
  • Ability to educate and connect customer to technology
  • Experience fostering and developing strong customer relationships
  • Ability to identify potential fraud/risky accounts and take appropriate action

Benefits

  • Health insurance
  • 401(k) matching
  • Paid time off
  • Flexible work arrangements

Job title

Securities Operations Associate

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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