Client Services Representative

• 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

Associate Client Service Specialist

• Provide direct support to the Client Services team on day-to-day client accounts, operations, and administrative tasks
• Execute ad hoc analysis, reporting, and operational support tasks
• Learn client onboarding and lifecycle processes across email, digital, and data services
• Participate in internal meetings and client calls
• Observe account management, relationship-building, and problem-solving strategies
• Assist in mapping key client processes
• Contribute to internal documentation that enhances team efficiency
• Build proficiency in client management tools, CRM systems, and project management platforms

Client Services Representative jobs in Colorado

Associate Client Service Specialist

Client Services Intern