Rep, Participant Services
About The Position
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Requirements
- Knowledge of the company products or client servicing usually acquired through training programs or experience is required to support products for the participants.
- Analytical and organizational skills are required to research and resolve inquiries and manage conflicting priorities and workflow.
- Communication skills are required to respond to daily requests for information from plan documents.
Nice To Haves
- Entry level position with prior client service or related experience preferred.
Responsibilities
- Responds to daily telephone inquiries and requests from defined contribution plan participants.
- Demonstrate appropriate call behaviors as outlined by the department.
- Assists participants with information about distribution options, loan provisions and eligibility status.
- Handle participant requests including electronic fund transfers, monthly benefits, rollovers, loans and tax forms.
- Responsible for following established guidelines as well as identifying and resolving routine problems.
- Expected to use some initiative but refer more complex problems to supervisors / experts.
- Expected to be in compliance with risk management.
- Process BPS participant maintenance queues (address changes, tax elections, electronic deposit changes) accurately and within department guidelines.
- Facilitates administrative tasks as needed.
Benefits
- retirement benefits (401k and pension)
- health and welfare benefits (medical, dental, vision, spending accounts and disability)
- paid time off
- parental and caregiver leave
- life & accident insurance
- other voluntary and well-being benefits
- discretionary bonus program that may include an equity component
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
