CAREERS

Call Center Representative

📁
Client Services
📅
105838 Requisition #

Call Center 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.

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With more than 130 years of financial experience and over 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!     

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United States, Arizona, Tempe

📁 Client Services

Requisition #: 102427

Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements (hover over the below links)
  • APAC/India EEO Statement
    • APAC/INDIA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)


Pay Transparency

Pay Transparency Nondiscrimination Provision (U.S)