HR Service Delivery Consultant Retirement

About this Role:

Wells Fargo is seeking an HR Service Delivery Consultant to join the dedicated team 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 lifes 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.

• Proficiency in HR systems such as Workday and ServiceNow.

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

• 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 position offers a hybrid work schedule

• This position is not eligible for Visa sponsorship.

• Relocation assistance is not available for this position.

Posting Location:

• 550 S. 4th St. - 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 demonstrated examples of prior performance skills experience or work location. Employees may also be eligible for incentive opportunities.

Posting End Date:

*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 units risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process visitDisability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.