Client Specialist

2 weeks ago

Stevens Point, Wisconsin, United States Sentry Full time

Sentry is seeking a skilled Client Specialist to serve as the primary point of contact for our retirement plan sponsors. As a key member of our 401(k) team, you will leverage your expertise to provide proactive technical guidance and consultative support to assigned customers in all facets of plan administration.

Key Responsibilities:

  • Provide technical support and guidance to customers and sales producers through phone calls and e-mails, while building strong relationships.
  • Collaborate with sales producers to communicate compliance test results and recommend alternatives.
  • Accurately manage and document processes for a variety of regulatory reports.
  • Partner through the installation process of new plans by coordinating the initial contribution processes. Consult 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 is highly desirable.
  • Knowledge and experience of ERISA laws and regulations is required for this position.
  • 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. Monday and Friday work from home if you choose to, Tuesday through Thursday in office.
  • 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 to help strengthen your financial future.
  • 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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