Client Service Manager
Listed on 2026-07-18
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Finance & Banking
Client Service Manager
Hot Job
OverviewPosition Type Full Time
DescriptionClient Service Manager
Summary…
July Business Services (JULY) is seeking an individual for Client Service Manager. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals. 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.
TheGig…
Serve as the primary point of contact for retirement small business clients and advisors
Respond to plan sponsors and advisors' questions related to all aspects of their retirement plan including plan design in a timely manner
Monitor and pro-actively communicate annual compliance project needs, results, deadlines and filings
Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes
Prioritize, research and resolve client questions related to technology, plan operation, compliance and other matters
Coordinate with internal and external partners as needed to support operational compliance
Communicate 401(k) recordkeeping processes and technology
Maintain documentation on client projects and responses within JULYs software
Utilize a phone queue system to efficiently handle inbound and outbound call volume
Ad hoc projects and tasks as assigned
3+ Years Retirement Plan Experience
Ability to explain complex compliance 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
Bachelor's Degree
ASPPA Certification —or must be willing to work towards ASPPA credentials
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
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
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 participants.
In 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.
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