Associate Client Service Specialist

Supports the client services management team and designated clients through a variety of tasks, including gathering information and facilitating general client interactions.

As an associate, you will utilize multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance‑related items. You will 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 ensure requests and services are completed within the required deadlines.
• Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information.
• Collect, verify, and update required customer information accurately within Sentry systems.
• Develop and maintain an understanding of Sentry’s plan documents, contracts, systems, and compliance requirements.
• Perform other job‑related duties as assigned.

• 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 our customers.
• Ability to prioritize workload and handle several projects simultaneously.
• Ability to analyze contracts and documents is required.

Positions filled in Freeport, Illinois: this position will pay $21.44–$32.21.

Positions filled in Denver, Colorado: this position will pay $23.60–$35.43.

• Flexibility through a scheduled hybrid work model:
  Monday and Friday work from home if you choose to, Tuesday through Thursday work in office.
• In‑office workspace and materials for your home office, plus a laptop and other equipment before your start.
• Meal subsidy available for associates who report to an office.
• 401(k) plan with a dollar‑for‑dollar match on your first eight percent, with immediate vesting.
• Education and career development through Sentry University (SentryU) and a tuition reimbursement program.
• Generous paid‑time off plan and volunteer‑time off.
• Group medical, dental, vision, life insurance, parental leave, and health and wellness benefits.
• Well‑being and employee assistance programs.
• Sentry Foundation gift‑matching program to encourage charitable giving.

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.