securities ops service spec 3 - tax ReportingWells Fargo International

57242BR
Securities Ops Service Spec 3 - Tax Reporting
Operations
Makati
Philippines
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.
Market Job Description
The Tax Reporting Securities Operations Service Specialist 3
(SOSS3) provides service and support to all Wells Fargo Advisors
business channel field associates and/or financial center associates.
Responsibilities include receiving and resolving questions,
inquiries, and problems reported by these customers related to Tax
Reporting and Cost Basis processes, policies, and procedures.
Resolution must occur in a timely and accurate manner to satisfy
internal and/or external clients. Must be able to answer electronic
inquiries and respond to e-mails appropriately. Assist entire team
in meeting targeted monthly service levels. Assist team members
with fulfilling all departmental responsibilities. Ensures all calls
and escalations are handled in accordance to departmental policy,
procedure, and quality guidelines. Meets or exceeds established
goals for service and productivity/availability. Proactively
recognizes potential client impacts and service issues.
Market Skills and Certifications
2+ years of financial services industry experience preferably on tax reporting or brokerage
Graduate of Finance/Accountancy/Banking preferred
Desired skills:
Strong attention to detail and accuracy skills
Intermediate Microsoft Office skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
1+ years of call center environment experience
6 months of Cost Basis experience
6 months of Tax Reporting or Brokerage experience
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.
Region
APAC
Location
Metro Manila
Back
57242BR
Securities Ops Service Spec 3 - Tax Reporting
Operations
Makati
Philippines
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.
Market Job Description
The Tax Reporting Securities Operations Service Specialist 3
(SOSS3) provides service and support to all Wells Fargo Advisors
business channel field associates and/or financial center associates.
Responsibilities include receiving and resolving questions,
inquiries, and problems reported by these customers related to Tax
Reporting and Cost Basis processes, policies, and procedures.
Resolution must occur in a timely and accurate manner to satisfy
internal and/or external clients. Must be able to answer electronic
inquiries and respond to e-mails appropriately. Assist entire team
in meeting targeted monthly service levels. Assist team members
with fulfilling all departmental responsibilities. Ensures all calls
and escalations are handled in accordance to departmental policy,
procedure, and quality guidelines. Meets or exceeds established
goals for service and productivity/availability. Proactively
recognizes potential client impacts and service issues.
Market Skills and Certifications
2+ years of financial services industry experience preferably on tax reporting or brokerage
Graduate of Finance/Accountancy/Banking preferred
Desired skills:
Strong attention to detail and accuracy skills
Intermediate Microsoft Office skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
1+ years of call center environment experience
6 months of Cost Basis experience
6 months of Tax Reporting or Brokerage experience
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.
Region
APAC
Location
Metro Manila
57242BR
Securities Ops Service Spec 3 - Tax Reporting
Operations
Makati
Philippines
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.
Market Job Description
The Tax Reporting Securities Operations Service Specialist 3
(SOSS3) provides service and support to all Wells Fargo Advisors
business channel field associates and/or financial center associates.
Responsibilities include receiving and resolving questions,
inquiries, and problems reported by these customers related to Tax
Reporting and Cost Basis processes, policies, and procedures.
Resolution must occur in a timely and accurate manner to satisfy
internal and/or external clients. Must be able to answer electronic
inquiries and respond to e-mails appropriately. Assist entire team
in meeting targeted monthly service levels. Assist team members
with fulfilling all departmental responsibilities. Ensures all calls
and escalations are handled in accordance to departmental policy,
procedure, and quality guidelines. Meets or exceeds established
goals for service and productivity/availability. Proactively
recognizes potential client impacts and service issues.
Market Skills and Certifications
2+ years of financial services industry experience preferably on tax reporting or brokerage
Graduate of Finance/Accountancy/Banking preferred
Desired skills:
Strong attention to detail and accuracy skills
Intermediate Microsoft Office skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
1+ years of call center environment experience
6 months of Cost Basis experience
6 months of Tax Reporting or Brokerage experience
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.
Region
APAC
Location
Metro Manila
Share
57242BR
Securities Ops Service Spec 3 - Tax Reporting
Operations
Makati
Philippines
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.
Market Job Description
The Tax Reporting Securities Operations Service Specialist 3
(SOSS3) provides service and support to all Wells Fargo Advisors
business channel field associates and/or financial center associates.
Responsibilities include receiving and resolving questions,
inquiries, and problems reported by these customers related to Tax
Reporting and Cost Basis processes, policies, and procedures.
Resolution must occur in a timely and accurate manner to satisfy
internal and/or external clients. Must be able to answer electronic
inquiries and respond to e-mails appropriately. Assist entire team
in meeting targeted monthly service levels. Assist team members
with fulfilling all departmental responsibilities. Ensures all calls
and escalations are handled in accordance to departmental policy,
procedure, and quality guidelines. Meets or exceeds established
goals for service and productivity/availability. Proactively
recognizes potential client impacts and service issues.
Market Skills and Certifications
2+ years of financial services industry experience preferably on tax reporting or brokerage
Graduate of Finance/Accountancy/Banking preferred
Desired skills:
Strong attention to detail and accuracy skills
Intermediate Microsoft Office skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
1+ years of call center environment experience
6 months of Cost Basis experience
6 months of Tax Reporting or Brokerage experience
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.
Region
APAC
Location
Metro Manila
57242BR
Securities Ops Service Spec 3 - Tax Reporting
Operations
Makati
Philippines
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.
Market Job Description
The Tax Reporting Securities Operations Service Specialist 3
(SOSS3) provides service and support to all Wells Fargo Advisors
business channel field associates and/or financial center associates.
Responsibilities include receiving and resolving questions,
inquiries, and problems reported by these customers related to Tax
Reporting and Cost Basis processes, policies, and procedures.
Resolution must occur in a timely and accurate manner to satisfy
internal and/or external clients. Must be able to answer electronic
inquiries and respond to e-mails appropriately. Assist entire team
in meeting targeted monthly service levels. Assist team members
with fulfilling all departmental responsibilities. Ensures all calls
and escalations are handled in accordance to departmental policy,
procedure, and quality guidelines. Meets or exceeds established
goals for service and productivity/availability. Proactively
recognizes potential client impacts and service issues.
Market Skills and Certifications
2+ years of financial services industry experience preferably on tax reporting or brokerage
Graduate of Finance/Accountancy/Banking preferred
Desired skills:
Strong attention to detail and accuracy skills
Intermediate Microsoft Office skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
1+ years of call center environment experience
6 months of Cost Basis experience
6 months of Tax Reporting or Brokerage experience
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.
Region
APAC
Location
Metro Manila
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