Remote Client Service Specialist Retirement Plans
Waco, McLennan County, Texas, 76796, USA
Listed on 2026-10-11
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Customer Service/HelpDesk
Customer Service Rep, HelpDesk/Support, Client Relationship Management, Customer Success Management
JULY is seeking a Client Service Specialist to support retirement plan clients by handling inquiries, coordinating with sponsors and advisors, and maintaining project documentation. This role emphasizes clear communication, effective problem solving, and collaboration with internal teams to ensure WOW service.
Ideal candidates will have 2+ years in customer service or retirement plans, strong written and verbal communication, and solid organizational skills.
We are currently recruiting a Remote Client Service Specialist for Retirement Plans for our team in Waco, TX, United States.
We would love to welcome a new Remote Client Service Specialist for Retirement Plans to our team in Waco, TX, United States.
For the Remote Client Service Specialist for Retirement Plans position at July Business Services Llc, we are reviewing applications now.
Step into the Remote Client Service Specialist for Retirement Plans role at July Business Services Llc in Waco, TX, United States and grow with us.
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