Client Service Manager

neal shulman; Waco, Northern (TX, KY); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) Plan with employer match

Generous Paid Time Off

Remote work option

Job summary

JULY is seeking a Client Service Manager to support retirement plan clients and advisors, combining retirement plan knowledge with strong service skills in a growing fintech retirement plan services company. You will handle inquiries, provide timely responses, coordinate with internal and external partners, and communicate 401(k) recordkeeping processes while staying current on industry changes.

We offer remote work options, competitive benefits, and opportunities for growth in a collaborative

Qualifications

• 3+ years retirement plan experience.
• Ability to explain complex compliance items clearly.
• Professional and concise verbal, non-verbal, and written communication skills.
• Strong attention to detail and urgency.
• Collaborative rapport and relationship management skills.
• Organized and able to juggle multiple projects with minimal oversight.
• Self-starting, resourceful, solution-oriented and independent.
• Client-focused attitude with accountability and trustworthiness.
• Team player willing to handle tasks large or small.
• Positive attitude.

Responsibilities

• Serve as the primary point of contact for retirement small business clients and advisers.
• Respond to plan sponsors and advisers’ 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 changes.
• 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 JULY's software.
• Utilize a phone queue system to efficiently handle inbound and outbound call volume.
• Ad hoc projects and tasks as assigned.

Skills

Retirement plan experience

Communication skills

Attention to detail

Customer service

Team collaboration

Education

Bachelor's Degree

ASPPA Certification

Job description

Client Service Manager# Client Service ManagerHot Job## OverviewPosition TypeFull Time## DescriptionClient Service ManagerSummary...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.# The Gig...* 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# Our Needs...* 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# Our Wants...* 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# Our Values...* Build a winning culture* Pursue excellence* Deliver WOW service* Foster strong relationships* Have a servant’s heart* Drive innovationWe 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 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.