Associate Client Services Specialist – 401K

Sentry

Associate Client Services Specialist supporting client management team in handling 401(k) services and ensuring compliance. Manage workflow, correspondence, and documentation in a timely manner.

Posted 4/22/2026full-timeStevens Point • Colorado, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $21 - $32 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

Associate degree or equivalent work experience
0-2 years of related work experience
Prior retirement or 401(k) experience and knowledge is desired
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 our customers required
Ability to prioritize workload and handle several projects simultaneously
Ability to analyze contracts and documents is required

Benefits

Comp & perks

Flexible work through a scheduled Hybrid work model
Meal Subsidy available for associates who report to an office
401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting
Tuition Reimbursement program
Generous Paid-Time Off plan
Volunteer-Time off
Group Medical, Dental, Vision, Life insurance
Parental leave
Health and Wellness benefits
Well-being and Employee Assistance programs
Sentry Foundation gift matching program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data verificationcustomer information managementcontract analysismath aptitude

Soft Skills

verbal communicationwritten communicationcustomer serviceprioritizationmultitasking

Certifications

CEBSASPPA