About this role: Wells Fargo is seeking a Securities Operations Representative within Operations as a part of Wealth and Investment Management Operations. The Securities Operations Representative will be responsible for responding to inquiries and issues from customers on a variety of complex financial products, services and/or select customer segments through a variety of channels. Will answer inquiries, resolve problems, and provide a best-in-class customer experience while adhering to work guidelines, policies, and regulations. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Provide phone support to internal customers in account management, operations, documentation, and technical support Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements Act as a primary support person for the customer and internal partners supporting customer services Provide information to managers as well as internal and external customers to resolve customer issues Required Qualifications: 2 years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Contact center experience Knowledge of investment terminology Knowledge of account transfers Experience processing complex transactions and performing extensive research to resolve complex customer inquiries Excellent verbal, written, and interpersonal communication skills Ability to navigate multiple computer system windows, applications, and utilize search tools to find information Ability to interact effectively with internal partners and clients/customers Basic Microsoft Office skills BETA, SmartStation & Hogan experience Posting Location: 2801 Market St, St. Louis, Missouri 1525 W WT Harris Blvd, Charlotte, North Carolina Job Expectations: Visa sponsorship is not available for this position Willingness to work onsite at the location posted Posting End Date: 15 Jun 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.