Securities Operations Service Specialist 3 - Middle Office Services Group

Wells Fargo – Glen Allen, VA

Job Description

At Wells Fargo, we have one goal: to satisfy our customers financial needs and help them achieve their dreams. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

The Middle Office Services Group (MOSG) is responsible for supporting several channels within Wells Fargo Advisors (WFA). MOSG supports the Private Client Group (PCG), Wealth Brokerage Services (WBS), WellsTrade, Wells Fargo Advisors Solutions (WFAS), and FiNet (serving brokerage clients out of independently-run offices using WFA platforms and products). The team strives to provide all customers with an outstanding service experience while ensuring the security of the clients transactions and accounts.

The Securities Operations Service Specialist 3 (SOSS3) will process service requests from a queue. This team services clients from different parts of the world, with many being native Spanish speakers. The SOSS3 on this team must be able to effectively speak, read, and understand Spanish. Candidates with Portuguese speaking/reading skills would be a plus.

The Securities Operations Service Specialist 3 (SOSS3) will make outbound calls to our internal clients (CAs and FAs) related to service request. This team provides a variety of support functions for the field including but not limited to the review and approval of check disbursements, instruction maintenance, journals and retail ACH. The SOSS3 is responsible for processing work from a queue while meeting Service Level Agreements (SLAs) and deadlines.

The ideal candidate for this position will be able to quickly adapt to changes and open to obtaining licenses for potential future promotions within the department.

The Middle Office Services Group department hours are 8:00am to 6:00pm, Monday Friday. The SOSS3 will need to be available to work any shift during these hours.

Important notes:

  • After submitting your application, please monitor your e-mail for future communications
  • Once your application is received, Wells Fargo will make initial contact with you via e-mail
  • Please ensure your contact information (e-mail address and phone number) is current in your Wells Fargo Jobs Profile
  • If your contact information has changed, please update prior to applying to this position
  • Based on the volume of applications received, this job posting may close prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo
  • Due to a high volume of inquiries, please do not contact the hiring manager listed. Any inquiries sent to the hiring manager listed may not receive a response
  • Wells Fargo will not sponsor visas for these positions and will not hire individuals whose work eligibility is due to their F-1 or other student visa status such as Optional Practical Training (OPT) [candidates must have authorization to work in the United States on a permanent basis]

  • Required Qualifications

  • 3+ years of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center
  • Bilingual speaking and reading proficiency in Spanish/English

  • Desired Qualifications

  • Strong attention to detail and accuracy skills
  • Intermediate Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi tasking, and prioritizing skills
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Bilingual speaking, reading, and writing proficiency in Portuguese/English
  • Solid problem solving skills
  • Ability to achieve high production and quality standards
  • Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

  • Other Desired Qualifications
  • Knowledge of Service Request workflow and/or completing tasks from a queue
  • Experience reviewing client documentation
  • Asset movement experience

  • Job Expectations

  • Must take and pass required Spanish language assessment

  • Disclaimer


    All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

    Relevant military experience is considered for veterans and transitioning service men and women.

    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


    WEALTH INV MGMT/WIM PSI

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