Rep, Participant Services

Northern Trust
Arizona
Workplace: OnsiteFull timeUSD 41,040 - 61,560 annuallyFunction: Solutions Engineering & Sales EngineeringSkills: ["Communication","Analytical skills","Organizational skills","Risk management compliance","Customer service"]

Respond to daily telephone inquiries from defined contribution plan participants and assist them with key servicing needs, including distribution options, loan provisions, eligibility status, and tax-related requests. Process participant maintenance queues accurately (address changes, tax elections, electronic deposit changes) while following risk management and department guidelines. Use analytical, organizational, and communication skills to resolve routine issues and escalate more complex questions to supervisors or experts.

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FursaFursa
Northern Trust
Northern Trust
2 months ago

Rep, Participant Services

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Respond to daily telephone inquiries from defined contribution plan participants and assist them with key servicing needs, including distribution options, loan provisions, eligibility status, and tax-related requests. Process participant maintenance queues accurately (address changes, tax elections, electronic deposit changes) while following risk management and department guidelines. Use analytical, organizational, and communication skills to resolve routine issues and escalate more complex questions to supervisors or experts.
Location: Arizona
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Respond to daily telephone inquiries and requests from defined contribution plan participants.
  • •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 to identify and resolve routine problems; refer more complex issues to supervisors or experts.
  • •Process BPS participant maintenance queues (address changes, tax elections, electronic deposit changes) accurately and facilitate administrative tasks as needed.

Pay and Benefits

Salary: USD 41,040 - 61,560 annually
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisabilitySpending AccountsCaregiver Leave

Key Requirements

  • •Entry level with prior client service or related experience preferred.
  • •Ability to respond to daily participant inquiries via phone with appropriate call behaviors.
  • •Knowledge of company products or client servicing acquired through training or experience.
  • •Strong analytical and organizational skills to research and resolve inquiries and manage competing priorities.
  • •Communication skills to provide information from plan documents and follow established guidelines.
Skills:CommunicationAnalytical skillsOrganizational skillsRisk management complianceCustomer service

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn