Associate Securities Operations Representative Job in Bangalore at Wells Fargo

• Support a variety of operational tasks for simple or routine securities
• Identify ways to improve the overall process.
• Perform routine duties such as processing, reconciling transactions and research inquiries.
• Receive direction from supervisor and escalate issues to more experienced roles.
• Review less complex documents.
• 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 the function, policies, procedures, and compliance requirements.
• Perform Reconciliation of advisory accounts and ensure accurate maintenance on the systems by adhering to the agreed service levels.
• Understand the products and severity of the process, which involves dealing with highly sensitive accounts.
• Receive notifications of deposits and/or withdrawals of cash and securities.
• Handle escalated requests requiring clarification & research to provide an accurate resolution.
• Liaise with portfolio managers regarding cash flows and active cash management.
• Interact with Financial Advisors, Investment Managers, and Business counterparts to gather process/product-related information.
• Perform the above-assigned tasks independently and seek assistance in a timely manner.

Requirements:

• 6+ months of Security Operations experience or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, or education.
• 0-2 years of securities/Custody/Investment banking experience
• Basic understanding of the Securities market
• Understanding the Trade life cycle
• Understands the basic capital markets and various products like what is a mutual fund, bonds, what is stock/equity, etc.
• Attention to detail and comprehension skills
• Commerce Graduate/MBA/higher degree in the financial field
• Desired Qualifications:
  • Candidate should have basic accounting knowledge
  • Good problem-solving and analytical skills and numerical skills
  • Typing skills/good communication (read/write/speak)