Talent.com
WELLS FARGO BANK
Senior Trade and Investments AssociateWELLS FARGO BANK • TAGUIG CITY, National Capital Region (Manila), Philippines
Senior Trade and Investments Associate

Senior Trade and Investments Associate

WELLS FARGO BANK • TAGUIG CITY, National Capital Region (Manila), Philippines
30+ days ago
Job description
About this role:

Wells Fargo is seeking a Senior Customer Service Representative Licensed.

In this role, you will:
  • Support internal and external customers by providing moderately complex support services in account management, operations, documentation, funding, customer service and technical support
  • Provide feedback and present ideas for improving or implementing processes and tools within Customer Service- Licensed group
  • Perform complex duties including: acting as primary support contact for customers and internal partners, supporting clients, answering questions, solving problems and transactional or navigational support
  • Provide subject matter expertise and interpretation of procedures to less experienced staff
  • Interact with immediate team, functional area and internal peers outside work group on wide range of information
Required Qualifications:
  • 4+ years of Customer Service- Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training or education
Desired Qualifications:
  • Active license or successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63
  • Minimum of 2 years in a customer service (voice) function, preferably in Brokerage Services
  • Good communication skills
Job Expectations:
  • Willing to do frontline / client-facing function
  • Willing to work onsite (BGC office)
  • Willing to work US hours
Posting End Date:
5 Dec 2025
*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Create a job alert for this search

Senior Trade and Investments Associate • TAGUIG CITY, National Capital Region (Manila), Philippines

Similar jobs

Investment Analyst I Associate I Transaction Advisory (Multiple Openings)

HRTXMakati City, Metro Manila, Philippines
Quick Apply

We are currently hiring for the following positions:.Transaction Advisory Associate.Schedule: Morning Shift | Monday to Friday.We are looking for highly analytical, driven, and detail-oriented prof... Show more

Fixed Income Trader

Q2 HR Solutionsnational capital region, ph

A Fixed Income Trader in investment banking is responsible for executing buy and sell orders of financial instruments—such as equities, bonds, currencies, and derivatives—on behalf of the bank or i... Show more

 • Promoted

Senior Associate, Channel & Strategic Partnerships

RCBC Bankard Services Corporationnational capital region, ph

Responsible for supporting the growth of revenue, sales and market share through the accreditation, onboarding, and management of Payment Facilitator, Merchant Service Providers (MSPs), Third-Party... Show more

 • Promoted

Investment Associate

Our ClientsMetro Manila, Metro Manila, Philippines
Quick Apply

Makati | on-site | Monday to Friday.The Investment Associate sources and evaluates investment opportunities, conducts financial and market analysis, manages due diligence, and supports deal executi... Show more

Sales and Trading Associate

Chinabank PHnational capital region, ph

Jobholders will oversee each of the following units:.Sales and Trading Associate (Online).Sales and Trading Associate (Traditional).China Bank Securities and/or its clients.Preferably SEC-certified... Show more

 • Promoted

Mergers and Acquisitions Senior Associate

SGV & Co.national capital region, ph

At SGV/EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you.And we’re counting on yo... Show more

 • Promoted

Market Research Associate

CHANGAN Philippinesnational capital region, ph

Research the political relations between the host country and China, the U.ASEAN countries, as well as related geopolitical risks.Analyze the host country’s economic development trends, economic in... Show more

 • Promoted

Investment Analyst

Oona Insurance Philippinesnational capital region, ph

Process and monitor investment transactions across fixed income, equities, and other approved instruments, ensuring accurate and timely settlement.Coordinate with custodian banks and brokers to con... Show more

 • Promoted

Senior Associate - Corporate Actions

BNP Paribasnational capital region, ph

BNP Paribas Group is a leading European bank with a strong global footprint across 72 markets and more than 202,000 employees.The Group provides corporates, institutional and private investors with... Show more

 • Promoted

Investment Associate | Makati

Our ClientsMetro Manila, Metro Manila, Philippines
Quick Apply

Makati | on-site | Monday to Friday.The Investment Associate sources and evaluates investment opportunities, conducts financial and market analysis, manages due diligence, and supports deal executi... Show more

Senior Rebates & Trade Agreements Analyst

Our ClientsTaguig, Metro Manila, Philippines, Metro Manila, Philippines
Quick Apply

Process and issue CMA invoices, credit memos, debit memos, accruals, and payments accurately and on time.Ensure all customer agreements are received, stored, and approved in accordance with the aut... Show more

Trust and Investment Group – Trader (Investment Management)

BDO Unibanknational capital region, ph

Trader for Investment Management.Best Execution Role” He/ She is responsible for providing market information, daily comprehensive canvasses of all pertinent investment instruments , the execution ... Show more

 • Promoted

Senior Actuarial Associate

SGV & Co.national capital region, ph

In Risk Consulting, we assist organizations in identifying, assessing, and managing risks to protect their assets and achieve their strategic objectives.Our services include third party risk assess... Show more

 • Promoted

Sr. Associate - Securities Settlements

Concentrixnational capital region, ph

Ready to Own the Trade Settlement Lifecycle? Join Us!.Do you thrive in fast‑paced markets where.If you have strong experience in.Nostro & depot reconciliations, and operational risk management.The ... Show more

 • Promoted

Senior Associate-Trade Settlements(US Shift)

BNP Paribasnational capital region, ph

BNP Paribas Group is a leading European bank with a strong global footprint across 72 markets and more than 202,000 employees.The Group provides corporates, institutional and private investors with... Show more

 • Promoted

Senior Finance Associate

Glintsnational capital region, ph

At Glints, we are building the #1 tech-enabled recruitment and career discovery platform in Southeast Asia that helps people and organizations realize their human potential.Ensure all financial tra... Show more

 • Promoted

Valuation Senior Associate (Financial Instrument)

KPMG Philippinesnational capital region, ph

Lead the execution of valuation engagements for complex financial instruments (including plain vanilla and exotic derivatives, structured products, equity and debt securities) for mergers and acqui... Show more

 • Promoted

Programmatic Trader

Uncommonly Good Peoplenational capital region, ph

AdTech, MarTech, Digital Agency, Tech & ECommerce clients across APAC.We work with amazing global established and hyper-growth digital businesses looking for exceptional talent.We are partnering wi... Show more

 • Promoted

Transaction Services Senior Associate (Deal Advisory)

KPMG Philippinesnational capital region, ph

The Senior Associate supports the Financial Due Diligence team in analyzing and interpreting financial data to deliver high-quality insights for M&A transactions.The role involves summarizing finan... Show more

 • Promoted

Fixed Income Trader

Bank of China (Hong Kong)national capital region, ph

Deliver high quality service to local corporate clients and financial institutions by managing and trading fixed income flows.All the while adhering to internal and external risk limits and enhanci... Show more