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Mid-Market Client Service Manager

July Business Services

(Remote / Waco TX)

Summary…

July Business Services (JULY) is seeking an individual for a mid-market 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 approximately 50 – 60  mid-market clients and advisors
• Strengthen relationships with clients and advisors through delivery of our value propositions
• Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes
• Meet with clients and advisors on investment, fiduciary, compliance, education, and service matters
• Provide consultative and technical solutions in retirement regulatory compliance, including an annual plan review
• Proactively communicate with clients, advisors, and plan auditors on annual plan compliance results and Form 5500 needs
• Proactively request information and alert clients to plan operational and compliance matters
• Communicate 401(k) recordkeeping processes
• Monitor annual plan projects, calendars, and deadlines
• Maintain documentation on client projects and responses within JULYs CRM software tool
• Prioritize, research and resolve client questions related to technology, plan operation, compliance and other matters
• Coordinate with other team members as required for support on recordkeeping and plan administration
• Regular use of video for client and advisor calls

Our Needs…

• 5+ years of experience in qualified retirement plans with expert knowledge of plan design, products, and regulations
• QKA Required
• Bachelor’s Degree Required
• Proven track record of successfully managing and servicing retirement plans, including plan design, regulatory compliance and recordkeeping items
• Extensive knowledge of retirement plan design options, including defined contribution plans (401(k), 403(b), profit-sharing) and defined benefit plans
• Strong analytical and problem-solving skills to effectively address complex plan issues
• Familiarity with fiduciary responsibilities and the ability to provide guidance on investment selection, monitoring, and benchmarking
• Up-to-date knowledge of industry trends, best practices, and emerging regulations impacting the retirement plan industry
• Service-minded individual with a strong work ethic and resilient personality able to handle direct client feedback
• Strong ability to handle difficult conversations in a positive and professional manner, and de-escalate conflict

 Our Values…

• Build a winning culture
• Pursue excellence
• Deliver WOW service
• Foster strong relationships
• Have a servant’s heart
• Drive innovation

We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.

Our Benefits…

• 401(k) Plan with fully vested 5% employer match
• Company pays 100% of employee health insurance
• Generous Paid Time Off
• Ability to work remotely

About JULY…

JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to make retirement plans easy for our clients including 7,000+ small and mid-sized employers, representing 150,000+ plan participants. 

In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.

How to Apply

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