Securities Operations Associate-Account Opening (Bengaluru)

Securities Operations Associate-Account Opening (Bengaluru)

05 Oct
|
Wells Fargo
|
Bengaluru

05 Oct

Wells Fargo

Bengaluru

About this role:
Wells Fargo is seeking a Securities Operations Associate - Account Opening & Client Onboarding. In this role, you will support account opening and maintenance activities, helping deliver a seamless onboarding experience for clients while ensuring operational accuracy, risk management, and regulatory compliance. This is an excellent chance to build your career in securities operations, work with global stakeholders, and contribute to operational excellence and client success.

In this role, you will:
• Support routine securities operations activities, including client account opening, onboarding, account maintenance, cash payments, funding, settlements, and reconciliations.
• Complete assigned tasks accurately and within established procedures, service standards, and risk and control requirements.
• Review and research lower-complexity operational issues, escalating matters outside defined guidelines to the appropriate team or manager.
• Gather and review information to support transaction processing, issue resolution, and time-sensitive client requests.




• Collaborate with colleagues, managers, and internal and external customers to resolve routine inquiries and achieve team goals.
• Monitor daily securities and cash-processing activities and help identify opportunities to improve efficiency, accuracy, and customer experience.
• Support the implementation of process, procedure, and operational changes under the direction of experienced team members.
• Build knowledge of securities operations, applicable policies, procedures, products, and operational risk requirements.

Required Qualifications:
• 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 in client onboarding and account onboarding processes within financial services, banking, or securities operations.
• 6+ months of experience in acco

📌 Securities Operations Associate-Account Opening (Bengaluru)
🏢 Wells Fargo
📍 Bengaluru

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