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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client service relationships within the 401k industry, ensuring compliance with ERISA and DOL regulations while driving client satisfaction and operational efficiency.
Highest-signal resume keywords
401K Industry ExperienceKnowledge Of ERISA RegulationsClient Relationship ManagementStrong Written And Verbal CommunicationMicrosoft Office Suite Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Service ManagementOperational Request ManagementProblem ResolutionProcess ImprovementCompliance KnowledgeAudit SupportReporting SkillsTime ManagementDeadline OrientationFlexibility To Work Night Shifts
Soft Skills
Interpersonal SkillsAttention To Detail
Tools & Technologies
Microsoft Office Suite
Certifications & Qualifications
Bachelor’s DegreeSPARK Preferred
Industry Keywords
DOL RegulationsIRS RegulationsRetirement ServicesClient SatisfactionService Team Environment
Tech Stack
Tools & technologiesSpark
About the role
Key responsibilities & impact- Work within a Service Team environment handling queries and requests from Client Service Managers
- Manage service and operational requests for a specific group of Client Service Managers
- Support the overall service experience for clients
- Manage client service relationships, resolve problems, and improve processes
- Follow up on outstanding issues related to contributions, loans, distributions, enrollment, payroll support, compliance, audit, reporting, and general inquiries
- Ensure issues are resolved and clients/partners are kept apprised of progress
- Handle straightforward problems and refer complex issues to senior staff
- Participate in reviews with Client Service Managers
- Support divisional business needs while maintaining a client-first mentality
- Drive client satisfaction, quality, and efficiency
- Deliver results quickly and efficiently using effective time management
- Drive innovation through understanding business processes and challenges
Requirements
What you’ll need- 2–4-year experience in 401k industry
- At least 12 months in the current role or team
- Knowledge of ERISA, DOL and applicable IRS regulations related to retirement
- Strong interpersonal skills and attention to detail
- Strong written and verbal communication skills
- Flexibility to work night shifts
- Deadline-oriented approach
- Knowledge of Microsoft Office Suite programs
- Bachelor’s Degree is a must
- SPARK preferred
Benefits
Comp & perks- Flexible work environment
- Fluid career paths
- Internal mobility opportunities
- Purpose, well-being, and work-life balance support
- Welcoming and inclusive environment
- Volunteering opportunities
- Equal opportunity employment
