Associate Client Service Specialist

Sentry

Supports client services management team while monitoring and resolving service-related items. Ensures compliance and improves 401(k) technical knowledge as an Associate Client Service Specialist.

Posted 7/20/2026full-timeStevens Point • Colorado, Illinois, North Carolina, Texas, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $21 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication skills and the ability to manage multiple tasks effectively while ensuring compliance with retirement plan requirements. Proficient in analyzing contracts and maintaining accurate customer information within Sentry systems.

Highest-signal resume keywords

Retirement Plan KnowledgeContract AnalysisCustomer ServiceCommunication SkillsWorkload Prioritization

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data VerificationWorkflow ManagementSentry Systems ProficiencyMath AptitudeDocument Analysis

Soft Skills

Verbal CommunicationWritten CommunicationTime Management

Certifications & Qualifications

CEBSASPPA

Industry Keywords

401(k)Compliance RequirementsPlan DocumentsClient Correspondence

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

Flexibility 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
Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program
Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off
Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle
Well-being and Employee Assistance programs
Sentry Foundation gift matching program to encourage charitable giving.