July Business Services
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.
Senior Specialist, Payroll Services Implementations
Job not on LinkedIn
November 13
July Business Services
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.
📋 Description
• Serve as the primary point of contact for new clients, ensuring a seamless transition from sales to client services • Explains the implementation process during the client kickoff call • Ensures all necessary forms/documentation are received from clients on time • Uses needs analysis tools to ensure all client requirements are documented and understood • Ensures all necessary information is procured/migrated from previous system for timely and accurate setup in the payroll system • Configures payroll system and reports to client requirements • Processes first payroll to ensure accuracy/consistency from previous system • Trains clients on the use of payroll system for common tasks • Provides detailed instructions for how to handle taxes not remitted by former provider • Leads transition to client services • Develop custom reports for clients as needed • Second-tier payroll system troubleshooting; owns entry and resolution of all cases reported to payroll processing platform • Occasionally trains client services team on system best practices to support first-contact resolution • Develops and executes protocols and templates for client communications from client kick-off through training and client services transition • Builds library of how-to guides and video tutorials for clients and client services to reference for common tasks • Stays on top of Prism HCM release schedule, contributing system improvement ideas and analyzing release notes for applicability to current and new clients
🎯 Requirements
• Expert knowledge of payroll system set up/configuration, and reporting • Strong to expert knowledge of MSFT Excel and other reporting tools • Professional and concise verbal, non-verbal, and written communication skills with ability to interface directly with clients large and small • Strong knowledge of tax filing process, with multi-state payroll background • Strong attention to detail and sense of urgency • Exceptionally organized individual who juggles multiple projects with minimal oversight • Team player with willingness to do no matter how small or large the task • Positive attitude • Flexible, adaptive, competitive, quality oriented
🏖️ 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
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