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3 Financial Service Representative Jobs in TAGUIG CITY, NY

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H29 Wells Fargo International Solutions LLC-Philippines
TAGUIG CITY, NY | Full Time
$52k-73k (estimate)
1 Month Ago
WF
TAGUIG CITY, NY | Full Time
$47k-63k (estimate)
1 Month Ago
H29 Wells Fargo International Solutions LLC-Philippines
TAGUIG CITY, NY | Full Time
$42k-53k (estimate)
4 Months Ago
Financial Service Representative
$52k-73k (estimate)
Full Time 1 Month Ago
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H29 Wells Fargo International Solutions LLC-Philippines is Hiring a Financial Service Representative Near TAGUIG CITY, NY

About this role: Wells Fargo is seeking a Securities Operations Representative In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments 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 function, policies, procedures, and compliance requirements Required Qualifications: 2 years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, education Desired Qualifications: Completed 2nd year in college (bachelor's degree course) At least 3 years voice support experience in the BPO/Contact Center industry Preferred background in Securities Operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc) Amenable to onsite reporting and permanent night shifts schedule Job Expectations: Support inbound calls received via Advisory Support line on queries regarding Advisory Services Programs. Queries relate to Fee Billing, Advisory Programs, Account Termination and Switches, Maintenance and Ongoing Billing of Advisory Programs. Processing and Maintenance of Advisory Programs submitted via Service Requests (SR) routed through the Front Office portal - 2IDW and MAST II. These SRs can be new account inception/enrollment and program switches, maintenance of existing programs, termination and cancellation of Advisory Programs, and ongoing billing of Advisory accounts. Posting End Date: 30 Apr 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

Job Summary

JOB TYPE

Full Time

SALARY

$52k-73k (estimate)

POST DATE

04/03/2024

EXPIRATION DATE

06/01/2024

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The job skills required for Financial Service Representative include Futures, Customer Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Service Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Service Representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Service Representative positions, which can be used as a reference in future career path planning. As a Financial Service Representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Service Representative. You can explore the career advancement for a Financial Service Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

02/04/2022: Santa Cruz, CA

Maintain comprehensive knowledge of all services and products and update all request on development needs.

01/02/2022: Boise, ID

Provide efficient sales and services to customers and monitor sales for all referral objectives.

03/22/2022: Duluth, MN

A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

01/12/2022: Chillicothe, OH

To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

03/20/2022: Springfield, OR

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Service Representative jobs

Be very, very careful when selecting a financial services representative.

02/12/2022: Cheyenne, WY

Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

01/22/2022: Lorain, OH

Step 3: View the best colleges and universities for Financial Service Representative.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
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