Retirement Plan Client Success Manager (Remote)

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

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