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Client Service Associate

July Business Services

in Remote / Woodway TX

Logo for July Business Services

General Description

July Business Services is a national retirement plan services firm headquartered in Waco, Texas with multiple locations throughout the United States. 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 Associate to work on a team with other retirement plan professionals to support the service needs of our retirement plan clients and advisors. This position will be a great starting point to learn about the retirement plan industry. You will gain the knowledge needed to further your career and earn industry certifications.

Objectives and Duties

  • Successfully respond to incoming phone calls and emails from plan sponsors and advisors
  • Proactively work with clients to sign plan documents, amendments and Form 5500s prior to key deadlines
  • Assist clients with payroll upload issues
  • Manage inbound SOLO plan requests
  • Respond timely and accurately to plan sponsor chats
  • Participate in on-going training to gain comprehensive knowledge of retirement plans
  • Collaborate with team members to continually improve department and company performance
  • Request information from plan sponsors as needed by other JULY departments
  • Assist Client Service Managers with tasks related to ongoing client requests
  • Utilize strong communication and service skills to exceed the needs of clients
  • Proactively request information and alert clients to plan operational and compliance deadlines
  • Know and understand JULY’s business model and strengths
  • Document projects and responses within JULYs tracking system

Skills / Experience / Credentials

  • 2+ years of customer service or retirement plan experience a plus
  • Strong written and verbal customer service skills
  • Exceptional organizational skills with the ability to multi-task and follow tasks through to completion
  • Desire and willingness to serve clients and be empathetic to their needs
  • Proficient computer skills in Microsoft Outlook, Word and Excel
  • Bachelor’s Degree preferred

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

To apply: email your resume to employment@julyservices.com


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