Securities Operations Associate-kyc

Wells Fargo

Securities operations experience
Lifecycle support tasks
Process improvements
Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations

Job Summary

  • Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations.
  • Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation.
  • Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work.

Matching Summary

Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations.

Skills & Requirements

Must-have

  • Securities Operations experience
  • lifecycle support tasks
  • process improvements
  • resolve issues
  • operational processes

Nice-to-have

  • strong customer relationships
  • risk mitigating culture
  • compliance-driven culture
  • proactive monitoring
  • governance and escalation

Key Requirements

  • 6+ months of Securities Operations experience

Work Rights

Not specified

Tailored Resume

Cover Letter