Job Description
July Business Services (JULY) is seeking an individual for Client Service Manager. In this role, 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.
The Gig
- 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 in a timely manner
- 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
- Utilize a phone queue system to efficiently handle inbound and outbound call volume
- Ad hoc projects and tasks as assigned
Our Needs
- 3+ Years Retirement Plan Experience
- Solid computer skills including MS Office suite: Outlook, Word, Excel, Power Point, and Teams
- Professional and concise verbal, non-verbal, and written communication skills
- Strong attention to detail and sense of urgency
- Builder of collaborative rapport with stellar interpersonal and relationship management skills
- Exceptionally organized individual who juggles multiple projects with minimal oversight
- Self-starting, resourceful, solution seeker who works well independently
- Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
- Team player with willingness to do no matter how small or large the task
- Positive attitude
Our Wants
- Bachelor’s Degree
- ASPPA Certification — or must be willing to work towards ASPPA credentials
- Desire to deliver the best internal and external client service possible
- Dedicated employee who finds enjoyment in service with a smile
- Ability to handle difficult conversations in a positive and professional manner
Our Values
- Build a winning culture
- Pursue excellence
- Deliver WOW service
- Foster strong relationships
- Have a servant’s heart
- Drive innovation
We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.
Our Benefits
- 401(k) Plan with fully vested 5% employer match
- Company pays 100% of employee health insurance
- Four weeks of Paid Time Off
- Ability to work remotely
About JULY
JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to make retirement plans easy for our clients including 7,000+ small and mid-sized employers, representing 150,000+ plan participants.
In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.
