Senior Representative, Participant Services (Pension)

About Northern Trust:

Northern Trust a Fortune 500 company is a globally recognized awardwinning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

Responds to telephone and email inquiries from employee groups of corporate clients and processes all maintenance as specified. Services include providing information regarding clients 401(k) ESOP and other retirement plans. Provide plan participants with information about withdrawal and loan provisions rollovers account status etc. Focus on resolution of complex transactions where expertise is required to interpret policies guidelines and/or processes. Takes ownership for one or more processes reports and/or procedures analytically and procedurally competent. Emerging as an expert in a specific skill set but remains focused primarily on daily execution. May manage daily operational activities and supervise daytoday work of junior level employees (but not a formal management role). Expected to take initiative on more complex problems.

Major Duties:

• Handle participant requests including electronic fund transfers monthly benefits rollovers loans and tax forms.
• Process BPS participant maintenance queues (address changes tax elections electronic deposit changes) accurately and within department guidelines.
• Assists participants with information about distribution options loan provisions and eligibility status.
• Responds to daily telephone inquiries and requests from defined contribution plan participants.
• Act as a point person for escalated issues.
• Demonstrate appropriate call behaviors as outlined by the department.
• Responsible for following established guidelines as well as identifying and resolving routine problems.
• Expected to use initiative for more complex problems where expertise is required to interpret policies guidelines and/or processes
• Expected to be in compliance with risk management.
• Facilitates administrative tasks such as completing staff audits monthly reporting system testing project deliverables and information gathering.
• Act as a subject matter expert for staff training and project work.
• May manage daily operational activities and supervise daytoday work of junior level employees (but not a formal management role.

Knowledge:

• Bilingual French is a plus
• Knowledge of the company products or 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.

Experience : A College or University degree and/or relevant experience in operations is preferred.

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.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds 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 youre 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.