Associate

Job not on LinkedIn

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

July Business Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1994

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

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 on a team providing services for SoloK retirement clients and advisors • Respond to plan sponsors’ and advisors’ questions related to all aspects of their retirement plan in a timely manner • Monitor and complete assigned tasks, emails, and phone calls related to SoloK plans • Assist in completing annual compliance project needs • Coordinate with internal and external partners to support operational compliance and project completion, including setting up, terminating, distributing, amending, and completing required tax returns • Act as an in-house resource for JULY team members regarding SoloK plans • Maintain documentation on client projects and responses within JULY’s software • Use a phone queue system to efficiently handle inbound and outbound call volume

🎯 Requirements

• 2+ years of client service or retirement plan experience • Ability to explain complex compliance items clearly and understandably • Professional and concise verbal, non-verbal, and written communication skills • Strong attention to detail and sense of urgency • Collaborative rapport-building skills and strong interpersonal and relationship management abilities • Exceptional organization and ability to juggle multiple projects with minimal oversight • Self-starting, resourceful, solution-seeking approach and ability to work independently • Client-focused attitude and accountability, credibility, and trustworthiness • Team-player attitude and willingness to handle tasks of any size • Positive attitude • Bachelor’s degree desired • Desire to deliver excellent internal and external client service • Ability to handle difficult conversations positively and professionally

🏖️ 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 • Competitive salaries • Generous benefits • Talent development and career growth