Securities Operations Associate-Account Opening & Client Onboarding

Posted 17 Hours Ago
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Bengaluru, Bengaluru Urban, Karnataka, IND
Hybrid
Junior
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Supports securities operations including client account opening, onboarding, account maintenance, payments, funding, settlements, reconciliations, documentation review, and data validation. Resolves routine operational issues, monitors securities and cash processing, supports process improvements, manages risk and compliance requirements, and collaborates with internal and external stakeholders. The role is based onsite in Hyderabad and requires an evening-to-overnight shift.
Summary Generated by Built In
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.

Skills Required

  • 6+ months of securities operations experience, or equivalent experience, training, military experience, or education
  • 6+ months of experience in client onboarding and account onboarding within financial services, banking, or securities operations
  • 6+ months of experience in account opening and account maintenance, 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
  • 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
  • Ability to work from Hyderabad, Telangana
  • Ability to work the 6:30 PM to 3:30 AM IST shift

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support — Retirement offerings are highlighted by a strong 401(k) with employer matching and added options like after‑tax contributions and an employee stock purchase plan, supporting long‑term savings. These features are presented as competitive elements of the total rewards package.
  • Healthcare Strength — Medical, dental, and vision coverage are described as comprehensive, often starting on day one for eligible employees, with HSAs/FSAs, wellness incentives, and mental health resources available. Specialized care options, including fertility support, further enhance the health offering.
  • Parental & Family Support — Paid parental leave of notable duration is available from the start of employment, alongside adoption/surrogacy/fertility programs. Caregiving and backup care resources deepen the family-oriented support.

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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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