Job Description
Full Job Description
About Wells Fargo - Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique
skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About Wells Fargo India & Philippines- Wells Fargo India & Philippines (WFI&P) enables global talent capabilities for Wells Fargo & Company, by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. WFI&P operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about WFI&P at our International Careers website.
Department Overview- Corporate and Investment Banking (CIB) Securities Shared Services Operations is a cross-functional group of teams that provide support for CIB-Markets and the broader Wells Fargo organization. Shared Services are the owners and stewards of both client and reference data with a focus on operational excellence and superior client service. The Shared Services Client Data & Onboarding team is focused on data and documentation gathering that is necessary to onboard new clients, maintain client accounts and support the client throughout the lifecycle of the relationship. The team interacts with all departments within Capital Market Sales as well as Compliance, Settlement Operations, AML/KYC, Middle Office and Credit.
Process Overview- Operations is responsible for end-to-end client data strategy, data connectivity, data integrity and reporting. We act as data steward for core client & related data elements. It also supports maintaining client data and lifecycle space through system integration, data validation, automation and instituting Lean workflow principles. In addition, provides strategy across the maintenance space that focuses on enhancing existing processes while mitigating risk and leveraging vendor solutions, where applicable.
Our teams work closely across the firm to develop and deliver new products and services, while mitigating operational risk and enhancing the client experience. We drive process and technology change to scale and automate our businesses. To summarize, for every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.
About the Role- Team Member will be part of the Client Account Maintenance (CAM), team is responsible Client Account / SSI Onboarding and Maintenance, offboarding and other Client Data related activities. CAM is a centralized support team to assist the Front Office, Sales and Trading desks across multiple location (US, London, Asia). Primarily focused on Client Onboarding and SSI setups and Maintenance of client data across all the Securities trading systems, also supports regulatory related activities. You will also drive initiatives and provide solutions that will have an impact on client experience and risk mitigation.
Responsibilities -
Owning onboarding a new opportunity end to end including relationship management, request management and delegation to downstream partners. Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture
Working with onshore Client Data teams to effectively manage an onboarding request
Communicating the status to internal stakeholders
Identifying opportunities to improve the process through partnership with other teams
Providing feedback to continually improve the process
Assist with balancing team work load
Identify issues with the process, create and drive a solution
Develop and maintain MIS on end to end process for tracking turnaround times of deliverables from team and other processing areas
Ensure and Adhere to the Regulatory Reporting standards, policies and procedures
Independently research and analyze regulatory reporting requirements and other financial documents
Preferred Skills-
Strong Knowledge of the banking regulatory reporting rules and regulations
Advance knowledge of FINRA, QFC, Dodd Frank Regulations etc.
Ensure Regulatory reporting requirements are clearly communicated to the business units publish source data reports
Independently research and analyze regulatory reporting requirements and other financial documents
Recommend process improvement ideas, opportunities to streamline the process
Advanced knowledge of trade processing life-cycle of derivative products
Advanced knowledge of the Microsoft applications including Access Database and Excel.
Excellent teamwork skills
Strong Analytic ability, attention to detail and strong problem solving skills
Ability to communicate (written/verbal) effectively at all organizational levels
Excellent Interpersonal skills - ability to build relationships
Ability to plan and organize workload within tight deadlines, meeting day-to-day objectives as well as longer term strategic goals
Well versed with MS Office applications (particular Excel and Power Point)
Essential Qualifications-
Up to 2 years of experience in one or a combination of the following: middle office, collateral, documentation, project management, business operations, strategic planning in financial services, regulatory oversight, AML/KYC, US tax regime & compliance.
Knowledge of the following systems: Working knowledge of Broadridge, Calypso, COBAM, and CID or similar 3rd party vendors a plus.
Excellent verbal, written (including drafting), and interpersonal communication skills.
Microsoft Excel spreadsheets experience importing, exporting, formulas, and manipulating data.
Ability to research, compile, and perform complex analysis on critical operational data.
Experience working with changing priorities and deadlines. Highly motivated with ability to drive results.
Highly organized with very strong attention to detail. Excellent presentation skills.
Ability to work with impacted areas to understand complex problems. Ability to multi-task, perform under pressure and meet tight deadlines. Excellent Interpersonal skills - ability to build relationships
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, ****** 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, age, sex, ****** orientation, gender identity, national origin, disability, or status as a protected veteran.
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.
About Wells Fargo - Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique
skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About Wells Fargo India & Philippines- Wells Fargo India & Philippines (WFI&P) enables global talent capabilities for Wells Fargo & Company, by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. WFI&P operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about WFI&P at our International Careers website.
Department Overview- Corporate and Investment Banking (CIB) Securities Shared Services Operations is a cross-functional group of teams that provide support for CIB-Markets and the broader Wells Fargo organization. Shared Services are the owners and stewards of both client and reference data with a focus on operational excellence and superior client service. The Shared Services Client Data & Onboarding team is focused on data and documentation gathering that is necessary to onboard new clients, maintain client accounts and support the client throughout the lifecycle of the relationship. The team interacts with all departments within Capital Market Sales as well as Compliance, Settlement Operations, AML/KYC, Middle Office and Credit.
Process Overview- Operations is responsible for end-to-end client data strategy, data connectivity, data integrity and reporting. We act as data steward for core client & related data elements. It also supports maintaining client data and lifecycle space through system integration, data validation, automation and instituting Lean workflow principles. In addition, provides strategy across the maintenance space that focuses on enhancing existing processes while mitigating risk and leveraging vendor solutions, where applicable.
Our teams work closely across the firm to develop and deliver new products and services, while mitigating operational risk and enhancing the client experience. We drive process and technology change to scale and automate our businesses. To summarize, for every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow.
About the Role- Team Member will be part of the Client Account Maintenance (CAM), team is responsible Client Account / SSI Onboarding and Maintenance, offboarding and other Client Data related activities. CAM is a centralized support team to assist the Front Office, Sales and Trading desks across multiple location (US, London, Asia). Primarily focused on Client Onboarding and SSI setups and Maintenance of client data across all the Securities trading systems, also supports regulatory related activities. You will also drive initiatives and provide solutions that will have an impact on client experience and risk mitigation.
Responsibilities -
Owning onboarding a new opportunity end to end including relationship management, request management and delegation to downstream partners. Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture
Working with onshore Client Data teams to effectively manage an onboarding request
Communicating the status to internal stakeholders
Identifying opportunities to improve the process through partnership with other teams
Providing feedback to continually improve the process
Assist with balancing team work load
Identify issues with the process, create and drive a solution
Develop and maintain MIS on end to end process for tracking turnaround times of deliverables from team and other processing areas
Ensure and Adhere to the Regulatory Reporting standards, policies and procedures
Independently research and analyze regulatory reporting requirements and other financial documents
Preferred Skills-
Strong Knowledge of the banking regulatory reporting rules and regulations
Advance knowledge of FINRA, QFC, Dodd Frank Regulations etc.
Ensure Regulatory reporting requirements are clearly communicated to the business units publish source data reports
Independently research and analyze regulatory reporting requirements and other financial documents
Recommend process improvement ideas, opportunities to streamline the process
Advanced knowledge of trade processing life-cycle of derivative products
Advanced knowledge of the Microsoft applications including Access Database and Excel.
Excellent teamwork skills
Strong Analytic ability, attention to detail and strong problem solving skills
Ability to communicate (written/verbal) effectively at all organizational levels
Excellent Interpersonal skills - ability to build relationships
Ability to plan and organize workload within tight deadlines, meeting day-to-day objectives as well as longer term strategic goals
Well versed with MS Office applications (particular Excel and Power Point)
Essential Qualifications-
Up to 2 years of experience in one or a combination of the following: middle office, collateral, documentation, project management, business operations, strategic planning in financial services, regulatory oversight, AML/KYC, US tax regime & compliance.
Knowledge of the following systems: Working knowledge of Broadridge, Calypso, COBAM, and CID or similar 3rd party vendors a plus.
Excellent verbal, written (including drafting), and interpersonal communication skills.
Microsoft Excel spreadsheets experience importing, exporting, formulas, and manipulating data.
Ability to research, compile, and perform complex analysis on critical operational data.
Experience working with changing priorities and deadlines. Highly motivated with ability to drive results.
Highly organized with very strong attention to detail. Excellent presentation skills.
Ability to work with impacted areas to understand complex problems. Ability to multi-task, perform under pressure and meet tight deadlines. Excellent Interpersonal skills - ability to build relationships
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, ****** 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, age, sex, ****** orientation, gender identity, national origin, disability, or status as a protected veteran.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Securities Operations Representative position is now open for candidates interested in the Bank Jobs sector. This role in Hyderabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
