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Wells Fargo Mckinley, Taguig 34.13 km
Earn Up to 30,000 Monthly
Wells Fargo Mckinley, Taguig 34.13 km
Wells Fargo Mckinley, Taguig 34.13 km
Wells Fargo Mckinley, Taguig 34.13 km
Wells Fargo Mckinley, Taguig 34.13 km
Day 1 HMO for Dependent
Day 1 HMO
Wells Fargo Mckinley, Taguig 34.13 km
Wells Fargo Mckinley, Taguig - Customer Service Representative Financial Account
Wells Fargo EGS, LLC - Philippines, Wells Fargo Drive, McKinley Hill Dr, Taguig, Metro Manila, Philippines
VOICE SUPPORT (Inbound)
• Walkthrough the Financial Advisors and Client Associates (internal customers) in opening/closing and other transactions in a brokerage account in the system.
• Provides information to branch on the required documents to transactions in the brokerage account.
• Reviews and approves brokerage account transactions and maintenance documents submitted by the branch through system service requests.
• Educate the Financial advisors and Client associates on how to submit service request in Smart Station.
• Receives, reviews and approves service requests to update brokerage account information.
• Explains policies and procedures related to brokerage services.
• Add/remove account restrictions for upcoming or urgent trades.
VOICE SUPPORT (Outbound)
• Initiates outbound calls to branch (internal customers) if further research or escalation is required to help branch Wells Fargo Advisors team members, financial advisors and client associates.
Essential Qualifications
• Completed at least 2nd year in college and/or Bachelor’s degree in any field
• At least 4-5 years of voice support experience in a financial industry
• Strong communication skills
• Experience in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc.
• Amenable to permanent night shift that follow US holidays
• Amenable to work onsite in Five Neo, BGC, Taguig City
Benefits
• Competitive Compensation (Global In-House Company/ Global Capability Center)
• Shuttle service to and from key point areas
• Medical coverage plus free dependent on first day of employment
• Free parking space and provision for bike racks
• Night differential pay for those who are eligible
• Retirement Plan
• Life insurance
• Paid time-off and sick leave with option to cash-out or carry over unused paid time-off
• Merit-based compensation or Pay-for-performance
• Tuition Fee Reimbursement Program
• Wellness Programs
• In-house fitness center with personal trainer
• Sleeping quarters
• Free parking space and provision for bike racks
• State-of-the art-building facilities – Basketball and Tennis courts, Olympic sized track, amphitheater, karaoke rooms, onsite food options like Seattle’s Best, Barrio Fiesta, Fruitas, Potato Corner, Hen Lin and more
About Wells Fargo Mckinley, Taguig
Read more about Us
Wells Fargo Philippines is a critical component of Wells Fargo’s (Wells Fargo Bank, N.A.) strategy to leverage distinct advantages in doing business in a global environment. Wells Fargo in the Philippines
engages in application development and support, testing, international operations, knowledge support, and middle and back-end banking process solutions for a wide spectrum of Wells Fargo’s needs. The entities currently have offices in Taguig City, Metro Manila.
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