51960BR
Retire Plan Svc Specialist 2
Institutional Trust
Manila
Philippines
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading global financial services company with $2.0 trillion in assets and offices in over 37 countries. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides asset management, capital raising and advisory, financing, foreign exchange, payments, risk management, and trade finance services to support customers who conduct business in the global economy. At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We also value the viewpoints of our team members and encourage them to be their best. 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. Learn more at our International Careers website.
Market Job Description
About Enterprise Global Services
Enterprise Global Services (EGS) enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. EGS operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about EGS at our International Careers website.
About the Group
Wealth & Investment Management (WIM) is one of the nation’s leading providers of financial and investment services in the United States. We offer a full range of products and services to meet clients’ unique needs and help them achieve financial goals. Services include Brokerage, Comprehensive planning and advice, Estate planning strategies, Insurance, Investment management, Private banking, Retirement and Trust.
Wells Fargo Advisors serves clients’ advisory, brokerage, and financial needs through comprehensive planning and advice, investment management, portfolio monitoring, estate planning and other services. One of the nation's largest retail brokerage businesses, Wells Fargo Advisors combines the capabilities of a large, national company with the culture of a small, regional firm through its commitment to Financial Advisors and relationships with clients.
About the Role
This role is internally known as Retire Plan Service Specialist 2. This position is in the Retirement Plan Services Business. Under general supervision, responsible for routine tasks, established projects, routine problem solving.
Responsibilities
Managing client contact and asset management for moderately complex, non-recordkeeping clients; coordinating participant statement outsourcing; performing plan administrative services, both recordkeeping and trust for retirement-plan recordkeeping clients;
Supporting the set-up of new or transitioned basic retirement plan accounts;
Responding to telephone inquiries from retirement plan participants by providing information about investment options, loan balances, loan provisions and general account information.
Market Skills and Certifications
Qualifications:
Candidate must possess at least 2 years in college or a Bachelor’s degree , any field
Background in retirement (401K) / investment processing (voice process) is an advantage
At least 2 years of working experience in the BPO/Contact Center industry, handling financial campaigns
Signature Service Certification is required
Excellent communication skills and strong customer service experience (highly conversational vs transactional)
Good presentation skills
Willing to work on a night shift schedule
Willing to work in McKinley Hill, Taguig City
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
