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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client service relationship management within the 401k industry, ensuring compliance with ERISA, DOL, and IRS regulations while driving client satisfaction and operational efficiency.
Highest-signal resume keywords
401K Industry ExperienceKnowledge Of ERISA RegulationsClient Service Relationship ManagementMicrosoft Office Suite ProficiencyStrong Written And Verbal Communication
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 ManagementProblem ResolutionProcess ImprovementCompliance KnowledgeAudit SupportReporting SkillsTime ManagementOperational Request ManagementContributions ManagementPayroll Support
Soft Skills
Interpersonal SkillsAttention To DetailFlexibilityDeadline-Oriented ApproachTeam Collaboration
Certifications & Qualifications
Bachelor's DegreeSPARK Preferred
Industry Keywords
DOL RegulationsIRS RegulationsRetirement PlansClient 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
- Provide client service relationship management, problem resolution, and process improvement
- Follow up proactively on outstanding issues involving 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
- Contribute to a positive workplace environment and shared team success
Requirements
What you’ll need- 2–4 years of experience in the 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
- Strong 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 work environment
- Volunteering opportunities
- Equal opportunity employment
