HR Service Delivery Consultant - Retirement

Benefits & Retirement Services Specialist

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: $68,000.00 - $114,000.00

Benefits: Wells Fargo provides eligible employees with a comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.

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.