Client Service Specialist

Job not on LinkedIn

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

👻 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 sponsors and advisors for an assigned group of recordkeeping-only plans • Work with Client Service Managers to provide client service • Respond to phone calls, emails, and chats from plan sponsors and advisors • Serve as the subject matter expert for payroll upload inquiries • Request information from plan sponsors and advisors as needed by other departments • Obtain missing signatures for plan documents and amendments • Monitor and proactively communicate annual compliance project needs, deadlines, and filings • Maintain knowledge of industry trends and legislative/regulatory changes • Prioritize, research, and resolve client questions related to technology, payroll, and plan matters • Coordinate with internal and external partners to support operational compliance • Participate in ongoing retirement-plan training • Maintain documentation on client projects and responses within JULY’s software • Complete ad hoc projects and tasks as needed

🎯 Requirements

• 2+ years of customer service or retirement plan experience • Strong written and verbal customer service skills • Exceptional organizational skills with the ability to multi-task and follow tasks through to completion • Desire and willingness to serve clients and be empathetic to their needs • Proficient computer skills in Microsoft Outlook, Word and Excel • Bachelor’s Degree Preferred • Ability to explain complex items in a clear and understandable manner • Professional and concise verbal, non-verbal, and written communication skills • Strong attention to detail and sense of urgency • Collaborative rapport and relationship management skills • Ability to work independently with minimal oversight • Ability to handle difficult conversations in a positive and professional manner

🏖️ Benefits

• 401(k) Plan with fully vested 5% employer match • Company pays 100% of employee health insurance • Three weeks of Paid Time Off • Ability to work remotely • Competitive salaries and generous benefits • Talent development and career growth opportunities