- 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.
- 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.
-
Customer Service Representative
2 weeks ago
Farmers Insurance Chicago, United States**IMMEDIATE OPENING** · Farmers Insurance agencies across the Greater Chicago Area are seeking Customer Service Representatives to join their growing teams If you want to be a part of a winning and competitive culture, then this may be the career for you · Customer Service Repres ...
-
Client Service Representative
3 weeks ago
Mission Wealth Management LP Chicago, United StatesAs a Barron's Top 100 RIA firm and voted _Best Places to Work_ by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic **Client Services Representative** to join our high-performing Operations department. This is an ...
-
Customer Service Representative
3 weeks ago
State Farm Insurance Chicago, United StatesState Farm Agent in Chicago seeks a bilingual spanish/english Customer Service / Sales Representative/Agent Team Member. · **Benefits offered**: · - Base comp plus bonus based on performance · - Paid time off · - Profit Sharing Plan · - Health prem allowance · - M-F 9-5 (no eveni ...
-
Customer Service Representative
2 weeks ago
Jim Tom - State Farm Agent Chicago, United StatesCustomer Service Representative/Agent Team Member wanted for a State Farm Agency in Chicago. Insurance experience is preferred, but we'll train the right person with the right skill set. You must possess required Insurance Licenses or be able to obtain asap. · **BENEFITS**: · - B ...
-
Customer Service Representative
2 weeks ago
Keynote Business Solutions Chicago, United StatesJob Overview: · We are seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be the first point of contact for our customers, providing exceptional service and support. This role requires excellent communication skills, attenti ...
-
Customer Service Representative
1 week ago
Circle K Chicago, United StatesStore : 2760 W Belmont Ave., Chicago, Illinois 60618 · **Availability - Shift/Days**: Flexible Availability · **Customer Service Representative** · We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fu ...
-
Client Service Representative
2 weeks ago
Old National Bank Chicago, United StatesOverview: · Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and ...
-
Customer Service Representative
3 weeks ago
Aqua Mobile Swim School Chicago, United States**Benefits**: · - Competitive salary · - Dental insurance · - Flexible schedule · - Paid time off · We are hiring a customer service representative to manage customer queries and complaints. You will also be asked to process orders, modifications, and escalate complaints across a ...
-
Customer Service Representative
3 weeks ago
Jim Tom - State Farm Agent Chicago, United StatesState Farm Insurance Agency is hiring a Customer Service Representative/Agent Team Member to provide our insurance customers service and sales support for our personal/commercial insurance products. · **BENEFITS**: · - Base comp (doe) · - Bonus based on production · - Professiona ...
-
Customer Service Representative
3 weeks ago
Jim Tom - State Farm Agent Chicago, United StatesState Farm Insurance & Financial Services Agency is hiring You'll provide our insurance customers support services and sales for our personal/commercial insurance customers. · **Responsibilities** · - Use an insurance customer-focused, needs-based review process to educate insura ...
-
Customer Service Representative
2 weeks ago
State-Farm-Insurance Chicago, United StatesState Farm Insurance Agent Customer Service Representative/Agent Team Member wanted · **BENEFITS OFFERED**: · - Base comp (doe) · - Bonus opportunity based on performance · - Paid time off (personal time/holidays) · - Profit Sharing Plan · - Health prem allowance · - Monday-Frida ...
-
Customer Services Representative
3 weeks ago
Shirley Ryan AbilityLab Chicago, United StatesBy joining our team, you'll be part of our life-changing Mission and Vision. You'll work in a truly inclusive environment where diversity and equity are championed through words and actions. You'll contribute to an innovative culture that is second to none, one that embraces curi ...
-
Customer Service Representative
3 weeks ago
State-Farm-Insurance Chicago, United StatesState Farm Insurance Agent Customer Service Representative/Agent Team Member wanted · **BENEFITS OFFERED**: · - Base comp (doe) · - Bonus opportunity based on performance · - Paid time off (personal time/holidays) · - Profit Sharing Plan · - Health prem allowance · - Monday-Frida ...
-
Customer Service Representative
3 weeks ago
STATE FARM INSURANCE Chicago, United StatesState Farm Insurance Agent Customer Service Representative/Agent Team Member wanted · **BENEFITS OFFERED**: · - Base comp · - Bonus based on performance · - Paid time off · - Profit Sharing Plan · - Health prem allowance · - M-F 9-5 (no evenings/weekends) · - Training and profess ...
-
Member Service Representative
1 week ago
Siesta Key Property Management LLC Chicago, United StatesWe are seeking a highly motivated and customer-centric individual to join our team as a Member Service Representative. In this role, you will have the opportunity to provide exceptional service and support to our valued members, ensuring their needs are met and exceeded. · **Resp ...
-
Client Service Representative
2 weeks ago
VCA Animal Hospitals Chicago, United States**VCA Chicago North Animal Hospital** seeks a Part-Time **Client Service Representative** to join our Front Desk Team · **Why We Need You** · As the face of **VCA Chicago North Animal Hospital**, the Client Service Representative sets the tone for the practice as we build and mai ...
-
Patient Service Representative
3 weeks ago
WholeHealth Chicago Chicago, United StatesThe Patient Service Representative (PSR) Team at WholeHealth Chicago champions Practice hospitality and efficient access to Practice resources by patients, families, care providers, and others. · The individual PSR applies customer service skills to triage incoming communications ...
-
Customer Service Representative
2 weeks ago
Freddie Villacci, Jr. - State Farm Agent Chicago, United StatesAre you passionate about delivering exceptional customer service and making a positive impact? State Farm is thrilled to present an outstanding career opportunity as a Customer Service Representative (CSR) on Freddie Villacci's team. We believe that Freddie Villacci's team is the ...
-
Customer Service Representative
2 weeks ago
STATE FARM INSURANCE Chicago, United StatesState Farm Insurance Agency seeks a bilingual spanish/english Customer Service / Sales Rep/Agent Team Member, for an in office position at a State Farm Agent's office located in on the north side of Chicago. · **Benefits offered**: · - Base comp plus bonus based on performance · ...
-
Customer Service Representative
1 week ago
AVA Inc Chicago, United StatesJob Overview: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing exceptional service to our customers also, help with shipping of the product and receiving of ...
Call Center Services Representative - Chicago, United States - Northern Trust
Description
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 Representative Summary
This individual responds to in-bound telephone and email inquiries from employee groups of corporate clients and processes all specified services.
Major Duties:
Responsibilities:
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.
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.