Customer Service Specialist
Wells Fargo
Manila, National Capital Region
6d ago

Job Description

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.


  • 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
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