COVID-19 News
COVID-19 Webcasts

Featured Jobs

401(k) Retirement Plan Administrator

BDS Consulting Group
(Worcester MA)

401(k) Retirement Plan Administrator

Heritage Pension Advisors, Inc.
(Telecommute / Commack NY)

Heritage Pension Advisors, Inc. logo

Principal Legal Content Specialist - Benefits

Bloomberg Industry Group
(Telecommute / Arlington VA)

Bloomberg Industry Group logo

Defined Benefit Plan Administrator

Pension Investors Corp of Orlando Inc
(Telecommute / Altamonte Springs FL)

Pension Investors Corp of Orlando Inc logo

Benefits Associate

Littler Mendelson, P.C.
(Philadelphia PA / Los Angeles CA)

Littler Mendelson, P.C. logo

401(k) Plan Administrator

Pension Investors Corp
(Telecommute / Hollywood FL)

Pension Investors Corp logo

Implementation Specialist

Ubiquity Retirement + Savings
(Telecommute / San Francisco CA)

Ubiquity Retirement + Savings logo

Retirement Plan Administrator

My Benefits, LLC
(Telecommute / Daphne AL / Atlantic Beach FL)

My Benefits, LLC logo

Client Services Manager

Pinnacle, An NPPG Company
(Delray Beach FL)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Client Service Manager

July Business Services

in Telecommute / Waco TX

Logo for July Business Services

General Description

July Business Services is a national retirement plan services firm headquartered in Waco, Texas with a nationwide remote workforce.  JULY provides high quality retirement plan administration services, including a 401(k) recordkeeping platform, plan administration services, and integrated payroll to investment advisors, employers, and employees across the U.S. 

We are now seeking candidates for the position of Client Service Manager to work on a team with other retirement plan professionals to support the service needs of our retirement plan clients and their investment advisors.

Objectives and Duties

  • Serve as the primary contact for retirement plan sponsors and advisors
  • Build strong relationships with clients and advisors through delivery of our value propositions to ensure satisfaction and longevity
  • Ensure ongoing client satisfaction and client’s willingness to be a reference
  • Facilitate the majority of the communication efforts between JULY and our clients/advisors
  • Monitor annual plan projects, calendars, and milestones
  • Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes
  • Respond to plan sponsors and advisors’ questions related to all aspects of their retirement plan including plan design
  • Work with client and advisor to increase plan participation, investment diversification and retirement readiness
  • Promote automatic plan features
  • Proactively request information and alert clients to plan operational and compliance matters
  • Prioritize, research and resolve client questions related to technology, plan operation, compliance and other matters
  • Reach out to subject matter experts when the situation demands: ERISA Consulting, Recordkeeping, Distributions, Plan Administration, Participant Services, Technology
  • Utilize strong communication and service skills to exceed the needs of clients
  • Know and understand JULY’s business model, strengths and product offering
  • Interact with advisors and other vendors to coordinate a high-quality client experience
  • Understand and be able to communicate key recordkeeping functions
  • Communicate annual plan compliance results and annual tax filings
  • Document projects and responses within JULYs CRM software tool

Skills / Experience / Credentials

  • 3+ Years Retirement Plan Experience
  • Experience in Retirement Plan Administration and Recordkeeping is a plus
  • Bachelor’s Degree Preferred
  • Certifications through ASPPA, including QKA or equivalent—or must be willing to work towards ASPPA credentials

Benefits

  • 401(k) Plan with fully vested 5% employer match
  • Company pays 100% of employee health insurance
  • Three weeks of Paid Time Off

How to Apply

Email your resume to employment@julyservices.com or you may fax your resume to (214) 594-6986, Attn: Human Resources.


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2021 BenefitsLink.com, Inc.