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Client Service Manager-Combo Plans

July Business Services

(Remote / Waco TX)

Summary…

July Business Services (JULY) is seeking an individual for Client Service Manager – Combo Plans. In this role, you will enjoy the unique challenge of putting your 401(k) and Defined Balance (combo) 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 plans with small business clients and advisors that have a combination of a 401(K) Plan and Solo Plan, traditional Defined Benefit Plan and/or Cash Balance Plan (combo plans)
• Strengthen relationships with clients and advisors through delivery of our value propositions
• Respond to plan sponsor and advisor questions related to all aspects of their combo retirement plans in a timely manner
• Monitor annual plan projects, calendars, and milestones
• Communicate annual combo plan compliance results including annual funding and tax filings
• Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes
• Proactively request information and alert clients to combo plans operational and compliance matters
• 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
• Communicate combo plan recordkeeping processes and technology
• Maintain documentation on client projects and responses within JULYs CRM software tool
• Utilize a phone queue system to efficiently handle inbound and outbound call volume
• Ad hoc projects and tasks as assigned

Our Needs…

• 3+ Years Retirement Plan Experience
• Ability to explain complex combo plan design and compliance items in a clear and understandable manner including how the plans will interact
• Familiarity with Pension Guarantee Benefit Corporation (PBGC) requirements and filing
• Understand and proficiently explain Beginning of Year versus End of Year Valuation Reporting
• 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 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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