About Wells Fargo Philippines
Wells Fargo Philippines enables global talent capabilities for Wells Fargo Bank NA., by supporting business lines and staff functions across Operations, Risk and Compliance, Project Management, Finance & Accounting and Data Analytics.
We operate in Taguig City, Metro Manila.
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.
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