Rep, Participant Services

About Northern Trust

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services.

Key Responsibilities

• Respond to daily telephone inquiries and requests from defined contribution plan participants.
• Demonstrate appropriate call behaviors.
• Assist 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.
• Follow established guidelines and identify and resolve routine problems.
• Use initiative for routine issues and refer more complex problems to supervisors/experts.
• Be in compliance with risk management.
• Process BPS participant maintenance queues (address changes, tax elections, electronic deposit changes) accurately and within department guidelines.
• Facilitate administrative tasks as needed.

Requirements & Tech Stack

• Knowledge of company products or client servicing (usually acquired through training or experience).
• Analytical and organizational skills to research and resolve inquiries and manage conflicting priorities and workflow.
• Communication skills to respond to daily requests for information from plan documents.
• Bilingual proficiency in English and Spanish preferred.

Qualifications

• Entry-level position with prior client service or related experience preferred.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.