Securities Operations Associate - Client Onboarding
Wells Fargo · Hyderabad · onsite · Posted 1d ago
Undisclosed1–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Summary
Wells Fargo is seeking a Securities Operations Associate to join our Global Operations team. In this role, you will support key securities operations activities, including client onboarding and account maintenance, to help deliver efficient, accurate, and customer-focused services. This is an opportunity to build your financial services expertise, collaborate with diverse teams, and contribute to operational excellence while supporting the firm's strong risk and control environment.
Responsibilities - 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
- 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
- Certification with automation and workflow tools such as Alteryx or Xceptor, including the ability to support operational efficiency, data validation, and process improvement initiatives.
- Knowledge of AI-enabled productivity tools such as Microsoft Copilot and their application in data analysis, process automation, documentation, and operational support activities.
- Ability to work in a hybrid work environment.
- Flexibility to work either the 2:30 PM - 11:30 PM IST shift or the 5:30 PM - 2:30 AM IST shift based on business needs.
Sourced from naukri
Skills
Customer ServiceAutomationaccount maintenanceFinancial CrimescopilotalteryxClient OnboardingGlobal OperationsGeneral LedgerFinancial Servicesdata analysiscomplianceCustomer RelationshipsData ValidationArtificial IntelligenceLedger
About Wells Fargo
Wells Fargo
Financial Services
20k+
employees
1852
174 years old
Bengaluru/Bangalore, Karnataka
India
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Wells Fargo works to create positive social impact in the communities it serves by supporting housing affordability, small business growth, financial health, and a low-carbon economy.
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