04/21/2026
Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions. Utilizes 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. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge. What You'll Do As an Associate Client Services Specialist, you will: 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...
Sentry
Stevens Point, WI
Full Time
