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 service representatives are dedicated call center partners who analyze and resolve inquiries related to retirement plan information and execute department processing needs. The primary functions include answering the phone/mail and servicing account information.
The key responsibilities of the role include:
- Strong communication, both written and verbal are required to support the call center inbound calls and other administrative functions.
- Utilize active listening skills to 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.
- Demonstrate strong time management skills, organizational skills and being detail oriented to process account maintenance transactions. Examples include address, direct deposit and tax withholding updates.
- Provide guidance to the enrollment and maintenance of our online website to retirees.
- Computer literacy and proficiency in troubleshooting basic technical issues.
- Demonstrate appropriate call behaviors as outlined by the department.
- Meeting outlined performance expectations as well as mitigating risk by following company compliance rules.
- Works effectively as a team member but also be an individual contributor.
- Utilize training and additional resources to manage escalated calls.
- Providing daily support to the Imaging/Inbound Mail desk functions (Chicago location only)
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 retirees.
- 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 with different personality types.
- Capacity to learn quickly.
- Familiarity with web browsers.
- Speaking Spanish is a bonus
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.
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 .
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.
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