Wells Fargo Mckinley, Taguig - Customer Service Representative Financial Account
Wells Fargo EGS, LLC - Philippines, Wells Fargo Drive, McKinley Hill Dr, Taguig, Metro Manila, Philippines
Job Description
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
Skills Required
Qualification Required
- Undergraduate
About Wells Fargo Mckinley, Taguig
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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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