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Client Service Manager
July Business Services
(Remote / Waco TX)
Summary…
July Business Services (JULY) is seeking an individual for Client Service Manager. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals. As you gain experience and demonstrate excellence, you will have the opportunity for additional career opportunities at JULY based on your personal strengths and interests.
The Gig…
- Serve as the primary point of contact for retirement small business clients and advisors
- Strengthen relationships with clients and advisors through delivery of our value propositions
- Respond to plan sponsors and advisors’ questions related to all aspects of their retirement plan including plan design in a timely manner
- Monitor annual plan projects, calendars, and milestones
- Communicate annual plan compliance results and annual tax filings
- Utilize a phone queue system to efficiently handle inbound and outbound call volume
Our Needs…
- 3+ Years Retirement Plan Experience
- Professional and concise verbal, non-verbal, and written communication skills
- Strong attention to detail and sense of urgency
- Builder of collaborative rapport with stellar interpersonal and relationship management skills
- Exceptionally organized individual who juggles multiple projects with minimal oversight
- Self-starting, resourceful, solution seeker who works well independently
- Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
- Team player with willingness to do no matter how small or large the task
- Positive attitude
Our Wants…
- Bachelor’s Degree
- ASPPA Certification —or must be willing to work towards ASPPA credentials
- Desire to deliver the best internal and external client service possible
- Dedicated employee who finds enjoyment in service with a smile
- Ability to handle difficult conversations in a positive and professional manner
Our Benefits…
- 401(k) Plan with fully vested 5% employer match
- Company pays 100% of employee health insurance
- Generous Paid Time Off
How to Apply
A Verified Employer
July Business Services has trusted BenefitsLink to help reach qualified candidates for this opening.
