Client Service Manager, Combo Plans

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October 24

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July Business Services

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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 plans with small business clients and advisors that have a combination of a 401(K) Plan and Solo Plan, traditional Defined Benefit Plan and/or Cash Balance Plan (combo plans) • Strengthen relationships with clients and advisors through delivery of our value propositions • Respond to plan sponsor and advisor questions related to all aspects of their combo retirement plans in a timely manner • Monitor annual plan projects, calendars, and milestones • Communicate annual combo plan compliance results including annual funding and tax filings • Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes • Proactively request information and alert clients to combo plans 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 combo plan 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 • Ability to explain complex combo plan design and compliance items in a clear and understandable manner including how the plans will interact • Familiarity with Pension Guarantee Benefit Corporation (PBGC) requirements and filing • Understand and proficiently explain Beginning of Year versus End of Year Valuation Reporting • 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