Customer Service Specialist for Retirement/401K
Wells Fargo
Manila, National Capital Region, Philippines
5d ago

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 the Role

  • Responsible for processing moderately complex retirement plan transactions and resolving problems or inquiries. Depending on assigned role, primary responsibilities may include but are not limited to : researching client and account manager inquiries for plans;
  • completing specific tasks related to fund changes, annual compliance testing, allocations, loans, forms processing, distribution and / or payroll processing;
  • coordinating participant statement outsourcing including coordinating statement processing with vendors and business support;
  • processing moderately complex plan administrative transactions for retirement recordkeeping and / or trust clients; and supporting the setup of, or changes to, new or existing retirement plans.


  • 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

    Market Skills and Certifications

    Completed 2 years of college education without back subjects

    At least 2 years of customer service experience in a contact center environment

    At least 1 year of experience supporting a financial campaign

    Preferably with experience in investment banking (e.g. retirement services, 401K, securities, trades, and brokerage, etc.)

    Above average language proficiency level is expected

    Amenable to work in shifting schedules

    Amenable 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.

    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.

    Department Overview

    The Operations team across locations provides processing and voice support and to enable a follow-the-sun delivery model for Wells Fargo that would help us service our customers faster.

    Operations teams perform bank operation processes across divisions of Consumer Banking, Wholesale Ops, Wealth & Investment Management (WIM), Payments, Virtual Solutions & Innovation (PVSI) and Community banking.

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