Entry-Level Participant Services Specialist

001 The Northern Trust Company; Tempe (AZ); On-site; USD 41,000 - 62,000; Full time

Benefits offered by this job

retirement benefits (401k and pension)

health and welfare benefits (medical,

paid time off

parental and caregiver leave

life & accident insurance

discretionary bonus program that may

Job summary

The Northern Trust Company in Tempe, AZ is seeking an entry-level client service associate to respond to daily plan participant inquiries, explain distribution options, and process requests such as transfers, loans and tax forms.

You will follow established guidelines, escalate complex issues to supervisors, stay in compliance with risk management, and support administrative tasks while enjoying a comprehensive benefits package and a discretionary bonus program.

Qualifications

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

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.

Skills

Bilingual English/Spanish

Job description

The Northern Trust Company in Tempe, AZ is seeking an entry-level client service associate to respond to daily plan participant inquiries, explain distribution options, and process requests such as transfers, loans and tax forms.

You will follow established guidelines, escalate complex issues to supervisors, stay in compliance with risk management, and support administrative tasks while enjoying a comprehensive benefits package and a discretionary bonus program.