Job Openings

 

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

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

 
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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

Email your resume to employment@julyservices.com

 
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Job Description

July Business Services is a national retirement plan services firm that helps small and mid-size employers and their investment advisor set up and operate 401(k)s and other types of retirement plans. We combine innovation and technology with hands-on service to make retirement plans easy for our clients. We have an entrepreneurial and employee-friendly culture and emphasize core values of wow! service, having a servant’s heart, and innovation.

 

We are seeking individuals that would like a work-from-home position as Participant Service Associate. This person will be part of a team that provides telephone and chat support from 401(k) plan account holders to assist with questions about their retirement plan.

The position is a great way to get started in a growing financial services industry and to build a career specializing in 401(k) and retirement plans. The individual will gain the training and knowledge needed to get started and have an opportunity to earn industry certifications that will help with future career development.

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

 
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Job Description

July Business Services is a national retirement plan services firm that specializes in helping small and mid-size employers and their investment advisor set up and operate 401(k)s and other types of retirement plans. We combine innovation and technology with hands-on service and support to make retirement plans easy for our clients.

 

We are now seeking an experienced 401k recordkeeper to serve as Recordkeeping Manager for a small team of employees. The person filling this role will be responsible for supervising day-to-day responsibilities of the team and ensuring they complete daily recordkeeping tasks. This employee will work alongside another Recordkeeping Manager and will report to the Director of Recordkeeping Operations to ensure timely, accurate, and efficient completion of JULY’s 401k recordkeeping processes.

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

 
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