Client Service Specialist

Client Service Specialist Summary…July Business Services (JULY) is seeking an individual for Client Service Specialist. In this role, you will enjoy the unique challenge of working with other retirement plan professionals to support the service needs of our retirement plan clients. As you gain experience and demonstrate excellence, you will have the opportunity for additional career opportunities at JULY based on your personal strengths and interests.

The Gig…Serve as the primary point of contact for sponsors and advisors for an assigned group of recordkeeping only plans

Demonstrate teamwork by working in congruence with Client Service Managers to provide WOW service

Respond to incoming phone calls, emails and chats from plan sponsors and advisors in a timely manner

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 pro-actively communicate annual compliance project needs, deadlines and filings

Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes

Prioritize, research and resolve client questions related to technology, payroll and other plan related matters

Coordinate with internal and external partners as needed to support operational compliance

Participate in on-going training to gain comprehensive knowledge of retirement plans

Communicate effectively, professionally and knowledgably with plan sponsors and advisors

Maintain documentation on client projects and responses within JULYs software

Ad hoc projects and tasks as needed

Our Needs…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

Builder of collaborative rapport with stellar interpersonal and relationship management skills

Exceptionally organized individual who juggles multiple projects with minimal oversight

Self-starting, resourceful, solution seeker who works well independently

Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness

Team player with willingness to do no matter how small or large the task Positive attitude

Our Wants…Bachelor’s Degree Preferred Desire to deliver the best internal and external client service possible

Dedicated employee who finds enjoyment in service with a smile

Ability to handle difficult conversations in a positive and professional manner

Our Values…Build a winning culture

Pursue excellence

Deliver WOW service

Foster strong relationships

Have a servant’s heart

Drive innovation

We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.

Our 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

About JULY…JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to make retirement plans easy for our clients including 7,000+ small and mid-sized employers, representing 150,000+ plan  addition to our Waco, TX headquarters, we support a thriving virtual workforce.

Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.

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

Experience / Credentials
• 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