Retire Plan Svc Specialist 2
Wells Fargo
7d ago

About Wells Fargo

Wells Fargo & Company (NYSE : WFC) is a diversified, community-based financial services company with $2.0 trillion in assets.

Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet (wellsfargo.

com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy.

With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No.

25 on Fortune’s 2017 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially.

News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

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 Manila, Philippines and in Hyderabad, Bengaluru and Chennai in India. Learn more about EGS at our International Careers website.

About the Role

This position is in the Retirement Plan Services Business. Under general supervision, responsible for routine tasks, established projects, routine problem solving.

Functional jobs within this level and their primary responsibilities might include : 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.


  • Interact with customers over the phone to provide consultative customer service for their retirement plan and 401k
  • Handle general to complex inquiries and educate customers on the benefits of their retirement plan and promote other investment services or products
  • May assist customers in computations such as taxation
  • Keep abreast with latest updates in government regulations / internal process or procedures / products
  • Market Skills and Certifications

  • Candidate must possess at least 2 years in college or a Bachelor’s degree , any field
  • At least 2 years of working experience in the BPO / Contact Center industry, handling financial campaigns
  • Excellent communication skills and strong customer service experience (highly conversational vs transactional)
  • Good presentation skills
  • Signature Service Certification is required
  • Knowledge in retirement plan, 401k, and / or other investment products is a plus
  • Willing to work on a night shift schedule
  • Willing to work in McKinley Hill, Taguig City
  • APAC

    Add to favorites
    Remove from favorites
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form