Client Service Manager

Job not on LinkedIn

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 as the primary point of contact for approximately 150–175 retirement plan clients and their advisors • Answer plan sponsor and advisor questions on plan design, operations, compliance, and technology through resolution • Keep clients ahead of annual compliance work, including nondiscrimination testing and Form 5500 filings • Walk clients and advisors through 401(k) recordkeeping processes and JULY’s technology • Work with internal teams and outside partners to keep plans on track • Handle inbound and outbound client calls through a phone queue • Maintain clear records of client projects and conversations • Build client loyalty through consistent, proactive service • Stay current on industry trends and legislative and regulatory changes • Contribute to other team projects as needed • Report to a Team Leader in Client Services

🎯 Requirements

• 3+ years of retirement plan experience in compliance testing and/or a client-facing role • Ability to explain technical results to plan sponsors in plain language • Comfort with difficult conversations, like delivering a failed test result, while keeping the relationship on solid ground • A knack for earning the trust of clients and advisors over time • Clear, concise writing and phone skills • Attention to detail and a habit of following up quickly • Organizational skills to keep many clients’ deadlines moving at once without someone checking in • A team-first attitude and readiness to help colleagues • Bachelor’s degree • ASPPA credential (e.g., QKA), or willingness to work toward one

🏖️ Benefits

• 401(k) plan with fully vested 5% employer match • 100% company-paid employee health insurance • Generous paid time off • Continuing education and ASPPA certification opportunities • Fully remote position • Training and career growth • Competitive salaries • Strong benefits