1+ months
2017-11-302018-02-10

Retire Plan Svc Specialist 2

Manila, NCR
  • Job Code
    22162BR-1
About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortunes 2017 rankings of Americas largest corporations. Wells Fargos vision is to satisfy our customers financial needs and help them succeed financially. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

About the role:

This position is in the Retirement Plan Services Business. Under general supervision, responsible for routine tasks, established projects, routine problem solving.

Responsibilities:

  • 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.
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Categories

  • Administrative / Clerical
  • Financial Services

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Retire Plan Svc Specialist 2

Wells Fargo
Manila, NCR

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Retire Plan Svc Specialist 2

Wells Fargo
Manila, NCR
PH

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