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.
Market Skills and Certifications
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.