Call Center Services Representative
Company: Northern Trust
Location: Chicago
Posted on: May 8, 2024
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Job Description:
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized,
award-winning financial institution that has been in continuous
operation since 1889.
Northern Trust is proud to provide innovative financial services
and guidance to the world's most successful individuals, families,
and institutions by remaining true to our enduring principles of
service, expertise, and integrity. With more than 130 years of
financial experience and over 22,000 partners, we serve the world's
most sophisticated clients using leading technology and exceptional
service.
Participant Representative Summary
This individual responds to in-bound telephone and email inquiries
from employee groups of corporate clients and processes all
specified services. Services include providing information
regarding clients 401(k), stocks and other retirement plans.
Major Duties:
- Provide plan participants with information about withdrawal and
loan provisions, rollovers, account status, etc.
- Process participant maintenance queues (address changes, tax
elections, electronic deposit changes) accurately and within
department guidelines.
- Responds to daily telephone inquiries and requests from defined
contribution plan participants.
- Assists participants with information about distribution options,
loan provisions and eligibility status.
- Demonstrate appropriate call behaviors as outlined by the
department.
- 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 be in compliance with risk management.
- Facilitates administrative tasks as needed.
Responsibilities:
- Client and/or call center experience.
- 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.
Working with Us:
As a Northern Trust partner, greater achievements await. You will
be part of a flexible and collaborative work culture in an
organization where financial strength and stability is an asset
that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are
accessible, and you can take pride in working for a company
committed to assisting the communities we serve! Join a workplace
with a greater purpose.
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 sustainable
companies! Build your career with us and apply today.
#MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing
reasonable accommodations to individuals with disabilities. If you
need a reasonable accommodation for any part of the employment
process, please email our HR Service Center at
MyHRHelp@ntrs.com.
We hope you're excited about the role and the opportunity to work
with us. We value an inclusive workplace and understand flexibility
means different things to different people.
Apply today and talk to us about your flexible working requirements
and together we can achieve greater.
Keywords: Northern Trust, Tinley Park , Call Center Services Representative, Sales , Chicago, Illinois
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