Associate Client Service Specialist
About the role
Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions. This associate will utilize multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge.
Responsibilities
- Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines
- Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information
- Collect, verify, and update required customer information accurately within Sentry systems
- Develop and maintain an understanding of Sentry’s plan documents, contracts, systems, and compliance requirements
- Perform other job-related duties as assigned
Requirements
Associate degree or equivalent work experience; 0-2 years of related work experience.
Qualifications
Prior retirement or 401(k) experience and knowledge is desired.
Skills
- Strong verbal and written communication skills
- Successful completion of educational courses, such as CEBS or ASPPA, are beneficial
- Computer skills, math aptitude, and ability to communicate and provide exceptional service to customers required
- Ability to prioritize workload and handle several projects simultaneously
- Ability to analyze contracts and documents is required
Pay
Positions filled in Freeport, Illinois this position will pay $21.44 - $32.21. Positions filled in Denver, Colorado this position will pay $23.60 - $35.43.
Benefits
- Hybrid Flexibility: optional work from home on Mondays and Fridays; office Tuesday through Thursday; technology and tools provided for both office and home workspace.
- Dining on Us: location‑based stipend for on‑site cafeteria or meal allowance.
- Continuous Learning: access to Sentry University and tuition reimbursement program.
- Comprehensive Benefits: group medical, dental, and vision insurance; parental leave; pet insurance; caregiver leave; wellness resources; HSA, FSA, and Dependent Care FSA options.
- Work‑Life Balance: generous Paid Time Off plus paid Volunteer Time Off.
- Investing in Your Future: 100% company match on the first 8% of 401(k) contributions each pay period, immediate vesting.
- Giving Back: support for United Way through the Sentry Foundation.
Schedule
Hybrid work schedule: optional remote work Mondays and Fridays, in‑office Tuesday through Thursday.