Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.
At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
The Investment Contact Center (ICC) provides service and support for clients of WIM's five lines of business: Abbot Downing, Retirement, Wealth Management, Wells Fargo Advisors (WFA), and Wells Fargo Asset Management (WFAM). Our client-facing teams manage millions of customer contacts each year for retail and institutional clients, plan sponsors, and participants via phone, email, and correspondence. We also have employees who work on support teams in business administration, operations, and strategy and technology. We act as a single, unified, and coordinated channel, with one direction, one voice, and one view, in order to provide exceptional client experiences.
Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.
The Investment Contact Center (ICC) provides service and support for clients of four of WIM's lines of business: Abbot Downing, Retirement, Wealth Management, and Wells Fargo Advisors (WFA). Our client-facing teams manage millions of customer contacts each year for retail and institutional clients, plan sponsors, and participants via phone, email, and correspondence. We also have team members who work on support teams in business administration, operations, and business strategy and technology. We act as a single, unified, and coordinated channel, with one direction, one voice, and one view, in order to provide exceptional client experiences.
View the 'Working at Wells Fargo – Investment Contact Center' video on YouTube to learn more about what it's like to work in the ICC. Hear unique team member perspectives about career development, engagement opportunities, and client service — the foundation of our culture.
Copy and paste this video URL into a new browser tab to hear what our ICC team members are saying: youtu.be/qoX6zB6YZlM
Wells Fargo Institutional Retirement and Trust is a leading retirement plan provider and our mission is to help America's diverse workforce prepare for a better retirement. To fulfill our mission, we help our customers – sponsors and participants – at every moment of the relationship. We offer support, guidance and solutions to help make decisions regarding a plan easy and clear from all stages of the process.
As a Retirement Service Representative, you have the opportunity to help our customers by providing the education they need and moving them toward their next best step for retirement success! This is an ideal position for motivated team players with high personal standards who are committed to providing stellar service, interested in learning about retirement plans, and want to develop a career with a national leader.
An extensive training program will prepare selected candidates to help participants by:
Providing educational guidance on how much to save, investment options, plan provisions, and overall financial health
The most successful candidates will be extremely customer- focused and organized, have the ability to easily multitask, and can translate complex topics into simple terms for our customers.
Selected candidates must have flexibility to work all shifts between 6:55am – 11:00pm EST. Shifts may change bi-annually.
1+ year of customer service experience, financial services industry experience, or a combination of both demonstrated through work or military experience
Basic Microsoft Office skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Effective organizational, multi tasking, and prioritizing skills
Solid problem solving skills
Good verbal, written, and interpersonal communication skills
Strong telephone etiquette skills
Bilingual speaking proficiency in Spanish/English
Retirement services experience
Ability to read, analyze, and interpret documents/reports
Must be able to attend full duration of required training period
Flexibility to work different shifts
MN-Roseville: 2700 Snelling Avenue North - Roseville, MN
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Internal Number: 5555538
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,400 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 260,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2019 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
www.wellsfargo.com | Twitter: @WellsFargo