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Rep, Participant Services

Job in Tempe, Maricopa County, Arizona, 85281, USA
Listing for: Northern Trust
Full Time position
Listed on 2026-07-04
Job specializations:
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below

Northern Trust Job Opportunity

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Since 1889, we have aligned our efforts with our three guiding principles:
Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Major duties include responding to daily telephone inquiries and requests from defined contribution plan participants, demonstrating appropriate call behaviors, assisting participants with information about distribution options, loan provisions, and eligibility status, handling participant requests including electronic fund transfers, monthly benefits, rollovers, loans, and tax forms, and processing BPS participant maintenance queues accurately and within department guidelines.

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.

Entry level position with prior client service or related experience preferred.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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 committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at , or alternatively you can discuss your individual requirements with the recruiter you are working with.

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