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Wells FargoVia Unstop

Posted today

Securities Operations Associate - Client Onboarding

Pay

Salary (undisclosed)

Location

Hyderabad, India

On site

Apply by

12 Nov

14 days left

Skills this role screens for

Client onboardingAccount managementCompliance documentationCapital markets knowledgeRecords management

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About the role

Wells Fargo is hiring for the role of Securities Operations Associate - Client Onboarding!

The work

Responsibilities of the Candidate

  • Participate in low-complexity securities operations activities across the trade lifecycle, following established procedures and controls
  • Review routine operational issues, policies, and procedures for which solutions can be identified using standard practices
  • Develop knowledge of securities operations functions, policies, and procedures while completing assigned work with guidance from managers or experienced colleagues
  • Support operational processes such as client account onboarding, cash payments, customer service, funding, custodial operations, securities settlements, structured loan operations, and general ledger reconciliation
  • Gather information and perform basic research and analysis to support the resolution of operational issues
  • Monitor daily securities and cash-related activities and help ensure assigned work is completed accurately and on time
  • Assist in resolving low-complexity escalated issues within your area of responsibility, escalating matters when additional guidance is required
  • Review time-sensitive documents and transaction requests, identify routine business risks, and support customer service and control requirements
  • Collaborate with peers, managers, business partners, and internal or external customers to exchange information, resolve routine issues, and support team goals
  • Support projects, process improvements, and the implementation of new or revised securities operations procedures

Who they want

Requirements

  • 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 6+ months of experience supporting client onboarding, including account setup, documentation review, and client account maintenance activities
  • 6+ months of experience in account maintenance, including processing account updates, validating information, and ensuring compliance with established procedures

Wells Fargo

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Where this listing comes from

From a public listing board (Unstop).

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