Client Specialist – 401K

Client Specialist – 401K

Requirements

• Knowledge and experience of ERISA laws and regulations is required for this position.
• Strong verbal and written communication skills.
• Knowledge of accounting procedures.
• Ability to analyze contracts and documents is required.
• Computer, math aptitude, and ability to communicate and provide exceptional service to our customers required.
• Ability to prioritize workload and handle several projects simultaneously is necessary.

Responsibilities

• Provide technical support and guidance to customers and sales producers through phone calls and e-mails, while building strong relationships.
• Collaborate with sales producers to communicate compliance test results and recommend alternatives.
• Accurately manage and document processes for a variety of regulatory reports.
• Partner through the installation process of new plans by coordinating the initial contribution processes. Consult on plan design changes.
• Provide support to internal and external auditors.
• Maintain knowledge of Sentry’s plan documents, contracts and systems.
• Manage an assigned book of business and meeting all scheduled service deadlines.
• Assist in staff training and procedure development.

Preferred Qualifications

• Prior retirement/401(k) experience is highly desirable.
• Associate degree or greater preferred, equivalent work experience will be considered.
• Successful completion of educational courses such as CEBS or ASPPA would be highly beneficial, or desire to complete these courses upon employment.