Rep, Participant Services

Northern Trust Corp

Tempe (AZ)

On-site

USD 41,040 - 61,560

Full time

14 days+
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Benefits offered by this job

Comprehensive benefits package
Retirement benefits (401k and pension)
Paid time off

Job summary

Northern Trust Corp in Tempe, AZ is seeking a Rep, Participant Services to respond to daily inquiries and assist participants with their retirement plan options. The role involves processing maintenance tasks and requires client service skills.

The ideal candidate should be organized, analytical, and possess strong communication skills. This entry-level position does not require prior experience but encourages it. Applicants must be authorized to work in the U.S. without the need for visa sponsorship.

Qualifications

  • Entry-level position with prior client service or related experience preferred.
  • Knowledge of company products generally acquired through training programs.
  • Must be authorized to work in the U.S. without employment-based visa sponsorship.

Responsibilities

  • Respond to daily telephone inquiries from plan participants.
  • Assist participants with information about distribution options and eligibility status.
  • Process participant maintenance queues accurately and within guidelines.

Skills

Client service skills
Analytical skills
Organizational skills
Communication skills

Job description

## Rep, Participant ServicesApplylocations: Tempe, AZtime type: Full timeposted on: Posted Todayjob requisition id: R157160**About Northern Trust** 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. Major Duties :1. Responds to daily telephone inquiries and requests from defined contribution plan participants. 2. Demonstrate appropriate call behaviors as outlined by the department. 3. Assists participants with information about distribution options, loan provisions and eligibility status. 4. Handle participant requests including electronic fund transfers, monthly benefits, rollovers, loans and tax forms. 5. Responsible for following established guidelines as well as identifying and resolving routine problems. 6. Expected to use some initiative but refer more complex problems to supervisors / experts. 7. Expected to be in compliance with risk management. 8. Process BPS participant maintenance queues (address changes, tax elections, electronic deposit changes) accurately and within department guidelines. 9. 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.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)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).
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