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Participant Services Representative Jobs (NOW HIRING)

Northern Trust

Rep, Participant Services

Tempe, AZ · On-site

$41K - $61K/yr

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 ...

Northern Trust

Rep, Participant Services

Tempe, AZ · On-site

$41K - $61K/yr

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 ...

Northern Trust

Rep, Participant Services

Tempe, AZ · On-site

$41K - $61K/yr

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 ...

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All JobsParticipant Services Representative Jobs

Participant Services Representative information

See salary details

$29.5K

$48.3K

$78.5K

How much do participant services representative jobs pay per year?

As of Aug 16, 2026, the average yearly pay for participant services representative in the United States is $48,284.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $57,000.00 per year, depending on experience, location, and employer.

What are some common challenges a participant services representative faces when assisting clients, and how can they be managed?

Participant Services Representatives often encounter challenges such as handling high call volumes, addressing complex or sensitive participant inquiries, and ensuring accurate information is provided within strict compliance guidelines. Successful representatives manage these challenges by staying organized, utilizing available resources and scripts, and practicing strong communication and active listening skills. Regular training and support from supervisors also help in keeping up-to-date with policy changes and improving service quality.

What are the key skills and qualifications needed to thrive as a participant services representative, and why are they important?

To thrive as a Participant Services Representative, you need strong customer service skills, attention to detail, and typically a high school diploma or equivalent. Familiarity with CRM software, call center systems, and sometimes benefits administration platforms is commonly required. Excellent communication, patience, and problem-solving abilities help you effectively address participant inquiries and concerns. These skills are crucial for delivering accurate information, ensuring participant satisfaction, and maintaining the reputation of the organization.

What is the difference between Participant Services Representative vs Customer Service Representative?

AspectParticipant Services RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer experience in healthcare or client servicesHigh school diploma; customer service experience often preferred
Work EnvironmentHealthcare, insurance, or program administration settingsRetail, call centers, or corporate offices
Employer & Industry UsageHealth plans, government programs, non-profitsRetail companies, telecom, financial services
Search & Comparison IntentFocus on healthcare or program participant supportFocus on general customer support across industries

While both roles involve assisting clients or participants, a Participant Services Representative typically works within healthcare or program administration settings, focusing on participant-specific needs. A Customer Service Representative generally handles broad customer inquiries across various industries. The roles share similar skills but differ in industry focus and specific responsibilities.

What is a participant services representative?

Participant Services Representatives are professionals who assist customers, often in retirement plan or benefits administration companies, by answering questions, resolving issues, and providing information about account details, plan rules, and transactions. They typically handle incoming calls or emails from plan participants, guiding them through processes such as distributions, loans, or enrollments. Their role is crucial in ensuring that customers have a smooth and positive experience with their benefit plans.
More about Participant Services Representative jobs

What are the most commonly searched types of Participant Services Representative jobs?

The most popular types of Participant Services Representative jobs are:

What states have the most Participant Services Representative jobs?

States with the most job openings for Participant Services Representative jobs include:

What job categories do people searching Participant Services Representative jobs look for?

The top searched job categories for Participant Services Representative jobs are:

Participant Services Representative jobs near you
Infographic showing various Participant Services Representative job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 100% In-person job distribution, with an average salary of $48,284 per year, or $23.2 per hour.

Participant Services Representative

Community Financial System, Inc.

Utica, NY • On-site

$17.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

Job description

Overview
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
The BPAS team of Participant Services Representatives is responsible for responding to retirement plan and/or benefit plan (FSA, VEBA, HSA) participant questions and inquiries via phone or e-mail in a polite, professional, knowledgeable manner. You must take pride in and truly enjoy assisting others.
Hours: Monday - Friday 9:00AM - 5:30PM ET
  • Learn and understand industry content. Maintain proficient knowledge of all laws and regulations applicable to this position
  • Become proficient with software applications utilized in the position
  • Study for and pass ASPPA (American Society of Pension Professionals and Actuaries) Retirement Plan Fundamentals Course, as applicable
  • Provide assistance to internal departments
  • As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Qualifications
  • Minimum 2 year degree in Business, Accounting or related field preferred
  • Customer Service experience required, or a degree in lieu of experience. Related experience working in some capacity with retirement plans or benefits plans (FSA, VEBA, HSA) also a plus
  • Well-developed written and oral communication skills; highly organized and show an attention to detail; ability to prioritize work assignments and multitask; display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills. Bilingual (English/Spanish) is preferred
  • All applicants must be 18 years of age or older.

Other Job Information
Hours: 40 hours a week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $17.50/Hr.
Maximum
USD $23.82/Hr.

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