Associate Client Services Specialist - 401k

Sentry

Stevens Point, Wisconsin, US
Hybrid (monday and friday work from home; tuesday through thursday in-office)
Monitor workflow tasks for assigned clients
Collect and verify customer information in sentry systems
Analyze contracts and plan documents
Sentry is seeking an Associate Client Services Specialist to support their 401(k) client services management team in Stevens Point, Wisconsin. The role involves managing client interactions, ensuring timely completion of service items, and developing technical knowledge in retirement services

Job Summary

  • The role involves monitoring workflow tasks to ensure client requests and services are completed within required deadlines.
  • Employees will collect, verify, and update customer information accurately within Sentry systems while corresponding with clients regarding contributions and payroll.
  • The company offers a hybrid work model with Monday and Friday remote options, along with a 401(k) match and tuition reimbursement.

Matching Summary

Match Score: 85

Sentry is seeking an Associate Client Services Specialist to support their 401(k) client services management team in Stevens Point, Wisconsin. The role involves managing client interactions, ensuring timely completion of service items, and developing technical knowledge in retirement services.

Skills & Requirements

Must-have

  • Monitor workflow tasks for assigned clients
  • Collect and verify customer information in Sentry systems
  • Analyze contracts and plan documents
  • Prioritize workload and handle multiple projects

Nice-to-have

  • Strong verbal and written communication skills
  • Ability to provide exceptional service to customers
  • Interest in continued education and development

Key Requirements

  • Associate degree or equivalent work experience
  • 0-2 years of related work experience
  • Computer skills and math aptitude

Work Rights

Not specified

Tailored Resume

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