Client Service Manager

Summary…

Small business owners want to offer their employees a great retirement plan, but few have time to master the rules. As a Client Service Manager at July Business Services (JULY), you’ll be the go-to contact for these employers and their advisors, helping them keep their plans compliant and running smoothly. You’ll work remotely alongside an experienced team and report to a Team Leader in Client Services. As you gain experience, we’ll help you grow in the direction that fits your strengths and interests.

The Gig…

• Serve as the primary point of contact for a book of approximately 150–175 retirement plan clients and their advisors (varies by plan size, complexity, and type)
• Answer plan sponsor and advisor questions promptly on plan design, operations, compliance, and technology, then see each one through to resolution
• Keep clients ahead of their annual compliance work, from nondiscrimination testing and Form 5500 filings to other key deadlines
• 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
• Keep clear records of client p