Customer Service Specialist (Retirement Services)

Location
Manila
Posted
September 17 2020
Ref
53482BR
Industry
Banking
Position
Retail Banking
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 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.



Responsibilities



  • 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


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.

Similar jobs

Similar jobs