Client Specialist

3 weeks ago

Madison WI USA, United States Sentry Full time
About the Role

Sentry is seeking a highly skilled Client Specialist to join our 401(k) team. As a key member of our team, you will be responsible for providing exceptional customer service and technical expertise to our clients and plan sponsors.

Key Responsibilities
  • Provide proactive technical guidance and consultative support to clients and plan sponsors on all aspects of plan administration.
  • Build strong relationships with plan sponsors to drive plan success and provide insights into plan operations, compliance requirements, and alternative plan design or administrative approaches.
  • Collaborate with sales producers to communicate compliance test results and recommend alternatives.
  • Accurately manage and document processes for regulatory reports.
  • Partner with the installation process of new plans by coordinating initial contribution processes and consulting on plan design changes.
  • Provide support to internal and external auditors.
  • Maintain knowledge of Sentry's plan documents, contracts, and systems.
  • Manage an assigned book of business and meet all scheduled service deadlines.
  • Assist in staff training and procedure development.
Requirements
  • Prior retirement/401(k) experience and knowledge of retirement/401(k) laws and regulations is highly desirable.
  • Associate Degree or greater preferred, equivalent work experience will be considered.
  • Strong verbal and written communication skills.
  • Knowledge of accounting procedures.
  • Successful completion of educational courses such as CEBS or ASPPA would be highly beneficial, or desire to complete these courses upon employment.
  • Computer, math aptitude, and ability to communicate and provide exceptional service to our customers required.
  • Ability to prioritize workload and handle several projects simultaneously is necessary.
  • Ability to analyze contracts and documents is required.
What We Offer
  • Sentry is happy to offer 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.

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