Job Openings

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

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

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

Email your resume to employment@julyservices.com

Primary Job Objectives

• Assist our plan participants with 401(k) enrollment and support
• Successfully respond to incoming phone calls, chat requests, and emails
• Collaborate with team members to research and resolve issues
• Collaborate with team members to research and resolve issues
• Assist with retirement plan withdrawal and loan requests

Other Responsibilities

• Collaborate with team members to improve departmental processes
• Support other JULY employees and departments by requesting client information
• Help meet individual, departmental, and company key performance indicators (KPIs)
• Participate in 401(k) training to gain industry knowledge and certifications
• Use Zoom and Microsoft Teams for video conferencing with team members

Skills / Experience / Credentials

• 2+ years of customer service or retirement plan experience
• Strong written and verbal customer service skills
• Exceptional organizational skills with the ability to follow tasks 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
• Optional Health Savings and Flexible Spending Account
• Company paid life and short and long-term disability insurance
• Three weeks of Paid Time Off
• Company-paid education and certifications

Email your resume to employment@julyservices.com

Primary Job Objectives

Review and monitor team processes and support team members to ensure work it is completed daily.

Supervisory Responsibilities

• Oversee daily recordkeeping operations, including daily fund reconciliations, negative cash balances, fund changes, aging cash and daily cases and tasks from the service teams.
• Help team members prioritize, research, and resolve requests and tasks assigned from the Client Service Managers or other team members.
• Hold one-on-one meetings with recordkeeping employees to provide coaching and support and conduct performance evaluations.
• Train new hires and identify training opportunities for current staff.

Other Responsibilities

• Serve as the internal recordkeeping contact for a small block of retirement plans.
• Utilize strong communication and service skills to meet the needs of clients and team members.
• Understand and communicate key recordkeeping functions to support internal team members.
• Document and manage projects within JULYs CRM software tool.
• Maintain knowledge of industry trends and legislative/regulatory requirements.
• Assist with process improvements and technology innovation to ensure operations are efficient.
• Performs other related duties as assigned.

Required Skills/Abilities

• Excellent management and supervisory skills.
• Excellent written and verbal communication skills.
• Excellent organizational and time management skills.
• Mastery of 401k recordkeeping processes.
• 5 to 10 years experience with 401(k) Recordkeeping.
• Experience with FIS Relius Recordkeeping Software a Plus.

Education and Experience

• Bachelor’s degree required.
• Five years or more of related experience required.
• QKA designation preferred.

Benefits

• 401(k) Plan with fully vested 5% employer match.
• Company pays 100% of employee health insurance.
• Four weeks of Paid Time Off.
• Company-paid education and certification through ASPPA and much more.

Email your resume to employment@julyservices.com