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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client service skills with a focus on 401(k) compliance and technical knowledge. Proficient in managing multiple tasks, analyzing contracts, and maintaining accurate customer information.
Highest-signal resume keywords
401(K) ExperienceClient InteractionCompliance KnowledgeCommunication SkillsWorkflow Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisContract AnalysisCustomer Information ManagementMath AptitudeSentry Systems Proficiency
Soft Skills
Verbal CommunicationWritten CommunicationPrioritizationExceptional Customer Service
Certifications & Qualifications
CEBSASPPA
Industry Keywords
Retirement Plans401(K) ComplianceNon-Discrimination TestingClient Services Management
About the role
Key responsibilities & impact- Support the client services management team and designated clients through varied tasks
- Gather information and facilitate general client interactions
- Use multiple systems to monitor and resolve service-related items
- Assist with timely completion of service items, annual non-discrimination testing, and other compliance-related items
- Work closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge
- Monitor and maintain workflow tasks for assigned clients to meet deadlines
- Monitor incoming email and voice messages and correspond with clients regarding employer contributions, payroll, and plan information
- Collect, verify, and accurately update customer information in Sentry systems
- Develop and maintain knowledge of Sentry 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 customers required
- Ability to prioritize workload and handle several projects simultaneously
- Ability to analyze contracts and documents required
Benefits
Comp & perks- Optional work from home on Mondays and Fridays; office collaboration Tuesday through Thursday
- Technology and tools for office and home workspace from day one
- Dining stipend or meal allowance, depending on location
- Sentry University
- Tuition reimbursement program
- Group medical, dental, and vision insurance
- Parental leave
- Pet insurance
- Caregiver leave
- Wellness resources
- HSA, FSA, and Dependent Care FSA options
- Paid Time Off
- Paid Volunteer Time Off
- 100% company match on the first 8% contributed to 401(k) each pay period
- Immediate vesting of 401(k) matching funds
- Support through the Sentry Foundation, including United Way contributions