Participant Services Representative
Participant Services Representative – Benefit Payments
The key responsibilities of the role include:
Under direct supervision, provide support for our client’s retirement plan participants via phone and email.
Provide retirement plan participants with information about their payment/tax form status, plan sponsor contact information, etc.
Process account maintenance transactions using our Benefit Payments Passport website. Examples include address, direct deposit and tax withholding updates.
Provide in-depth information regarding Benefit Payments Passport enrollment features, maintenance and technical support for plan participants.
Demonstrate appropriate call behaviors as outlined by the department.
Responsible for following established guidelines as well as identifying and resolving routine problems.
Expected to be in compliance with risk management.
Facilitates administrative tasks as needed.
Works effectively as a team member or independently.
Expected to use some initiative but refers more complex problems to supervisors / experts.
About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
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 that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. Build your career with us and apply today.
The successful candidate will benefit from having:
High School Diploma/GED and/or relevant work experience in a call center/financial institution. This is an entry level role with the opportunity to advance into a professional level role.
Knowledge of the company’s products or client servicing usually acquired through training programs or experience is required to support products for the participants.
Strong phone, verbal and written communication skills.
Active listening and interpersonal skills with aptitude to handle irate/challenging callers with minimal assistance.
Able to adapt to a fast-paced environment, different personality types and capacity to learn quickly.
Able to navigate several different applications/systems simultaneously.
Familiarity with web browsers.