Call Center Representative Jobs

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

• Expected to be in compliance with risk management.
• Process participant maintenance queues (address changes, tax elections, electronic deposit changes) accurately and within department guidelines.
• Demonstrate appropriate call behaviors as outlined by the department.
• Facilitates administrative tasks as needed.
• Provide plan participants with information about withdrawal and loan provisions, rollovers, account status, etc.
• 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.
• Responds to daily telephone inquiries and requests from defined contribution plan participants.
• Assists participants with information about distribution options, loan provisions and eligibility status.

Responsibilities

• Communication skills are required to respond to daily requests for information from plan documents.
• Analytical and organizational skills are required to research and resolve inquiries and manage conflicting priorities and workflow.
• Client servicing usually acquired through training programs or experience is required to support products for the participants.
• Client and/or call center experience

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!

Additional Information