Financial Services Representative
4 weeks ago
About Northern Trust:
Northern Trust is a leading financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to individuals, families, and institutions worldwide.
Our team is dedicated to delivering exceptional service and expertise to our clients. We take pride in our commitment to service, expertise, and integrity.
We serve the world's most sophisticated clients using leading technology and exceptional service. Our team is passionate about helping our clients achieve their financial goals.
Job Summary:
This role involves responding to in-bound telephone and email inquiries from employee groups of corporate clients. The successful candidate will process all specified services, including providing information regarding clients' 401(k), stocks, and other retirement plans.
Key Responsibilities:
- 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.
- Respond to daily telephone inquiries and requests from defined contribution plan participants.
- Assist 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 and identifying and resolving routine problems.
- Facilitate administrative tasks as needed.
Requirements:
- 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, you will be part of a flexible and collaborative work culture. We are committed to assisting the communities we serve and offer a workplace with a greater purpose.
We value an inclusive workplace and understand flexibility means different things to different people. We encourage movement within the organization and offer opportunities for growth and development.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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