Wells Fargo

Securities Operations Associate-Account Opening & Client Onboarding

Wells Fargo  •  Bengaluru, IN (Onsite)  •  3 hours ago
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Job Description

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 opportunity 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 account opening and account maintenance activities, including client documentation review and data validation.
  • 6+ months of experience in data maintenance, data management, or client reference data updates with a focus on accuracy and quality control.

Desired Qualifications:

  • Exposure to securities operations, wealth management, or financial services operations.
  • Proficiency in Microsoft Excel and other Microsoft Office applications.
  • Strong communication and stakeholder management skills.
  • Ability to identify process improvement opportunities and support operational excellence initiatives.

Job Expectations:

  • Ability to work a shift schedule of 6:30 PM to 3:30 AM IST.
  • This position is based in Hyderabad, Telangana, and candidates must be willing to work from the Hyderabad location.

Posting End Date:

13 Oct 2026

*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.

Wells Fargo

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Relevant military experience is considered for veterans and transitioning service men and women. 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.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
San Francisco, California
Year Founded
Unknown
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