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Wells Fargo Philippines

Customer Service Representative for Financial Account  

Wells Fargo Philippines

  • Taguig, Philippines
    1180 Wells Fargo Drive, McKinley Hill Drive , Taguig, Metro Manila, Philippines
    Metro Manila
  • Penuh waktuFULL_TIME

Berakhir 18 days ago


Deskripsi Pekerjaan

Voice Support - Inbound

  • Walkthrough the Financial Advisors and Client Associates (internal customers) in opening/closing and other transactions in a brokerage account in the system.
  • Provides information to branch on the required documents to transactions in the brokerage account.
  • Reviews and approves brokerage account transactions and maintenance documents submitted by the branch through system service requests.
  • Educate the Financial advisors and Client associates on how to submit service request in Smart Station.
  • Receives, reviews and approves service requests to update brokerage account information.
  • Explains policies and procedures related to brokerage services.
  • Add/remove account restrictions for upcoming or urgent trades.

Voice Support -Outbound

  • Initiates outbound calls to branch (internal customers) if further research or escalation is required to help branch Wells Fargo Advisors team members, financial advisors and client associates.

Kualifikasi Minimum

Essential Qualifications

  • Completed at least 2nd year in college and/or Bachelor’s degree in any field
  • At least 4-5 years of voice support experience in a financial industry
  • Strong communication skills
  • Experience in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc.
  • Amenable to permanent night shift that follow US holidays
  • Amenable to work onsite in Five Neo, BGC, Taguig City

Fasilitas dan Tunjangan

  • Paid Sick LeavePaid Sick Leave
  • Gym MembershipGym Membership
  • Performance BonusPerformance Bonus
  • Medical / Health InsuranceMedical / Health Insurance
  • Life InsuranceLife Insurance


  • Competitive Compensation (Global In-House Company/ Global Capability Center)
  • Shuttle service to and from key point areas
  • Medical coverage plus free dependent on first day of employment
  • Free parking space and provision for bike racks
  • Night differential pay for those who are eligible
  • Retirement Plan
  • Life insurance
  • Paid time-off and sick leave with option to cash-out or carry over unused paid time-off
  • Merit-based compensation or Pay-for-performance
  • Tuition Fee Reimbursement Program
  • Wellness Programs
  • In-house fitness center with personal trainer
  • Sleeping quarters
  • Free parking space and provision for bike racks
  • State-of-the art-building facilities – Basketball and Tennis courts, Olympic sized track, amphitheater, karaoke rooms, onsite food options like Seattle’s Best, Barrio Fiesta, Fruitas, Potato Corner, Hen Lin and more

Keahlian yang diperlukan

  • Customer Service

Ringkasan Perkerjaan

Tingkat Posisi
Lulusan Baru / Junior
Customer Service
Persyaratan tingkat pendidikan
Lulus program Sarjana (S1)
Respon rekruter ke lamaran
Alamat Kantor
McKinley Hill Dr, Taguig, Metro Manila, Philippines
Financial Services
20 lowongan dibuka

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Tentang Wells Fargo Philippines

To ensure we continue to fulfill our role as a provider of vital services to customers, we are still hiring and continue to recruit top talent to Wells Fargo. However, we have adjusted our hiring practices due to the COVID-19 situation and the related social distancing guidelines. As a result, throughout your application process, you may be asked to connect with us virtually. We encourage you to check our job postings regularly for updates and additions. About Wells Fargo Wells Fargo & Company (NYSE WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet ( and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune’s 2017 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. About Wells Fargo Enterprise Global Services (EGS) Enterprise Global Services (EGS) enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo's business lines and staff functions across Technology, Operations, Risk, Audit, Process Excellence, Automation and Product, Analytics and Modeling. EGS operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about EGS at our International Careers website. Wells Fargo has a long legacy with deep-rooted values that we live by every day. We work hard to attract exceptional talent to the business and we hope that the following information demonstrates why Wells Fargo truly offers a “welcome difference.” Wells Fargo offers an inclusive environment where every team member knows and feels that they are valued, no matter their role. We refer to our employees as ‘team members’ because our people are resources to be invested in and because teamwork is essential to our success. Collaboration is at the heart of our culture with everyone taking a proactive approach. Wells Fargo team members enjoy working together — across lines of business and geographies. A welcome difference “Welcome” is the basis of who Wells Fargo is as an international employer. We welcome team members into an inclusive environment that encourages amazing work. We find it important to let our team know that they are valued, no matter their role. As an employer we live by three important pillars; Everyone matters. At Wells Fargo, our inclusive culture results in an atmosphere of respect and encouragement that has team members feeling great about coming into work every day. We value the viewpoints of our team members and encourage them to be their best. I succeed when we all succeed. When collaboration is the expectation, everyone takes a proactive approach — pitching in to ensure all team members reach their goals. At Wells Fargo, our team genuinely enjoys working together. Our progress, your development. Success is always in sight at Wells Fargo as our opportunity-rich international business, supportive managers, and engaged colleagues provide the environment for you to develop professionally and personally. We support your development and encourage you to advance your career. Additionally, our company’s global presence will allow team members to knowledge-share with their colleagues around the world. We achieve our goals through collaboration and believe everyone matters at Wells Fargo. We create a community where we promote diversity and inclusion, wellness and volunteering. Making Wells Fargo a great place to work, we have facilities that our team members can enjoy. • Fitness gym • Sleeping rooms • Karaoke room • Team member parking • Sports court • Quiet rooms • Cafeteria • Internal Shuttle service Because we value inclusivity, Wells Fargo has special interest groups that you can join. • Basketball, volleyball, football • Badminton, chess • Music, arts, dance • Camera club • Runners and riders club • LGBTQ network • Women’s network Our Vision Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Our Values Five primary values guide every action we take: What’s right for customers. We place customers at the center of everything we do. We want to exceed customer expectations and build relationships that last a lifetime. People as a competitive advantage. We strive to attract, develop, motivate, and retain the best team members — and collaborate across businesses and functions to serve customers. Ethics. We’re committed to the highest standards of integrity, transparency, and principled performance. We do the right thing, in the right way, and hold ourselves accountable. Diversity and inclusion. We value and promote diversity and inclusion in all aspects of business and at all levels. Success comes from inviting and incorporating diverse perspectives. Leadership. We’re all called to be leaders. We want everyone to lead themselves, lead the team, and lead the business — in service to customers, communities, team members, and shareholders. Our Goals We want to become the financial services leader in these areas: Customer service and advice. After listening to and understanding our customers and their financial goals, we want to provide exceptional service and guidance to help them succeed financially. Team member engagement. Our team members are our most valuable resource. We want to be the employer of choice — a place where people feel included, valued, and supported; everyone is respected; and we work as a team. Innovation. Through innovative thinking, industry-leading technology, and a willingness to test and learn, we create lasting value for customers — and increased efficiency for our operations. Risk management. While working to set the global standard in managing all forms of risk, we want to serve customers’ needs and protect their assets, information, and privacy. Corporate citizenship. We make a positive contribution to communities through philanthropy, advancing diversity and inclusion, creating economic opportunity, and promoting environmental sustainability. Shareholder value. We want to deliver long-term value for shareholders through a balanced business model, strong risk discipline, efficient execution, and a world-class team. We Value Diversity At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.

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