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About this Role

Wells Fargo is seeking a **Benefits & Retirement Services Specialist** to join a newly established team dedicated to supporting employees through retirement planning and transition. This role will focus on delivering exceptional service, guiding employees through complex benefit and retirement decisions, and ensuring a smooth, informed experience during one of life’s most significant milestones.

In this Role, You Will:

+ Serve as a trusted resource for employees approaching retirement, providing personalized outreach and guidance through multiple touchpoints (phone, email, scheduled calls).

+ Assist employees in understanding and navigating benefit options, including COBRA, Medicare enrollment, pension elections, and 401(k) rollover processes.

+ Conduct proactive engagement, including pre-retirement check-ins and post-retirement follow-ups, ensuring employees feel supported and informed.

+ Pull and analyze data from HR systems (Workday, ServiceNow) to prepare for consultations and track case progress.

+ Collaborate with HR partners and stakeholders to resolve escalations and ensure compliance with regulatory requirements (ERISA, IRS, DOL, COBRA).

+ Participate in process improvement initiatives, policy development, and best practice implementation for retirement services.

+ Provide guidance to less experienced team members and contribute to building a scalable, high-quality retirement support program.

+ Review, analyze, and consult on basic business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives, and exercise independent judgment to guide medium risk deliverables.

Required Qualifications:

+ 2+ years of Human Resources operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

+ Experience with benefits administration, compensation, and retirement plan services.

+ Ability to manage multiple priorities, meet deadlines, and work in a fast-paced environment.

+ Proficiency in HR systems such as Workday and HR ServiceNow.

+ Strong customer service skills with the ability to communicate clearly and empathetically across diverse employee populations.

+ Previous experience in a contact center or employee care environment, preferably supporting benefits and retirement inquiries.

+ Familiarity with regulatory requirements (ERISA, IRS, DOL, COBRA) and retirement plan administration.

+ Demonstrated ability to resolve complex inquiries and deliver exceptional service through multiple channels.

+ Process-oriented mindset with strong problem-solving skills and comfort working in gray areas while taking acceptable risks.

+ Ability to engage with employees at all levels, including senior executives, with professionalism and discretion.

Job Expectations:

+ This role offers a hybrid work schedule

+ This role does not offer relocation

+ This role is not eligible for visa sponsorship

Posting Locations:

+ Charlotte, NC

+ Minneapolis, MN

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$68,000.00 - $114,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

Posting End Date:

18 Nov 2025

*** **_Job posting may come down early due to volume of applicants._

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-503974