Rep, Participant Services

Northern Trust Position

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

Major Duties:

• Responds to daily telephone inquiries and requests from defined contribution plan participants.
• Demonstrates 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.

Knowledge:

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.

Experience:

Entry level position with prior client service or related experience preferred.

Salary Range:

$41,040 - 61,560 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including 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, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at View email address on click.appcast.io, or alternatively you can discuss your individual requirements with the recruiter you are working with.