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Client Service Manager

July Business Services

in Remote

Logo for July Business Services

Job Description

As a Client Relationship Manager at July Business Services (JULY) 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.  

About JULY

JULY is a growing, innovative retirement plan services firm headquartered in Waco, Texas.  In addition to our home office location, we support a thriving virtual workforce with a strong company culture where employees can grow and develop their professional talents.  JULY provides high quality retirement plan services to over 5,500 small and mid-sized employers, representing more than 120,000 plan participants.  We offer competitive salaries and benefits and a family-friendly culture. 

Job Objective

  • 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

Job Duties

  • Monitor annual plan projects, calendars, and milestones
  • Communicate annual plan compliance results and annual tax filings
  • Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes
  • 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
  • Coordinate with other team members as required for support on recordkeeping and plan administration
  • Communicate 401(k) recordkeeping processes and technology
  • Maintain documentation on client projects and responses within JULYs CRM software tool

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


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