Client Service Manager

Client Service ManagerHot JobOverviewPosition Type Full TimeDescriptionClient 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 advisorsRespond to plan sponsors and advisors' questions related to all aspects of their retirement plan including plan design in a timely mannerMonitor and pro-actively communicate annual compliance project needs, results, deadlines and filingsMaintain knowledge regarding industry trends and legislative/regulatory requirements and changesPrioritize, research and resolve client questions related to technology, plan operation, compliance and other mattersCoordinate with internal and external partners as needed to support operational complianceCommunicate 401(k) recordkeeping processes and technologyMaintain documentation on client projects and responses within JULYs softwareUtilize a phone queue system to efficiently handle inbound and outbound call volumeAd hoc projects and tasks as assignedOur Needs…3+ Years Retirement Plan ExperienceAbility to explain complex compliance items in a clear and understandable mannerProfessional and concise verbal, non-verbal, and written communication skillsStrong attention to detail and sense of urgencyBuilder of collaborative rapport with stellar interpersonal and relationship management skillsExceptionally organized individual who juggles multiple projects with minimal oversightSelf-starting, resourceful, solution seeker who works well independentlyCan do, client focused attitude who thrives on accountability, credibility, and trustworthinessTeam player with willingness to do no matter how small or large the taskPositive attitudeOur Wants…Bachelor's DegreeASPPA Certification —or must be willing to work towards ASPPA credentialsDesire to deliver the best internal and external client service possibleDedicated employee who finds enjoyment in service with a smileAbility to handle difficult conversations in a positive and professional mannerOur Values…Build a winning culturePursue excellenceDeliver WOW serviceFoster strong relationshipsHave a servant's heartDrive 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 matchCompany pays 100% of employee health insuranceGenerous Paid Time OffAbility to work remotelyAbout 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.