Client Service Manager

Job not on LinkedIn

October 24

Apply Now

Receive Emails with Similar Jobs

July Business Services

WebsiteLinkedInAll Job Openings

Finance • B2B • HR Tech

July Business Services is a provider of employer-focused retirement plan solutions that helps businesses start and run 401(k) plans. The company offers plan administration and fiduciary services, payroll integration, enrollment and personalized employee experiences, and online tools like calculators, tax credit estimators, and educational webinars. It serves employers, advisors, TPAs and employees and is affiliated with an SEC-registered investment advisor to support retirement plan management and compliance.

201 - 500 employees

Founded 1994

💸 Finance

🤝 B2B

👥 HR Tech

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 401(k) Plan with fully vested 5% employer match • Company pays 100% of employee health insurance • Generous Paid Time Off • Ability to work remotely