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.

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.  JULY provides high quality retirement plan services to over 7,000 small and mid-sized employers, representing more than 125,000 plan participants. 

Our firm is headquartered in Waco, Texas, and 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.  We have an entrepreneurial and employee-friendly culture and emphasize core values of wow! service, having a servant’s heart, and innovation.   We offer competitive salaries and benefits and a family-friendly culture. 

At JULY, we know that if we live our Values (below), 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.

• Build a Winning Culture
• Foster Strong Relationships
• Pursue Excellence
• Have a Servant’s Heart
• Deliver Wow Service
• Drive Innovation

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
• Four weeks of Paid Time Off
• Ability to work remotely