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 projects and conversations
• Build lasting client loyalty through consistent, proactive service
• Stay current on industry trends and legislative and regulatory changes
• Pitch in on other projects as the team needs

Our Needs…

• 3+ years of retirement plan experience in compliance testing and/or a client-facing role
• Ability to explain technical results to plan sponsors in plain language
• Comfort with difficult conversations, like delivering a failed test result, while keeping the relationship on solid ground
• A knack for earning the trust of clients and advisors over time
• Clear, concise writing and phone skills
• Attention to detail and a habit of following up quickly
• The organizational skills to keep many clients’ deadlines moving at once without someone checking in
• A team-first attitude and a readiness to help colleagues

Our Wants…

• Bachelor’s degree
• ASPPA credential (e.g., QKA), or willingness to work toward one

Our Values…

• Build a winning culture
• Pursue excellence
• Deliver WOW experiences
• Foster strong relationships
• Have a servant’s heart
• Drive innovation

These values guide our work every day. They support our mission to transform small business retirement plans through innovation, expertise, and service, and our vision to enrich lives by shaping the future of retirement.

Our Benefits…

• 401(k) plan with fully vested 5% employer match
• 100% company-paid employee health insurance
• Generous paid time off
• Continuing education and ASPPA certification opportunities
• Fully remote position

About JULY…

JULY is a growing retirement plan services and technology company. Working alongside institutions and financial advisors, we pair smart tools with hands-on service to make plans easy for 7,000+ small and mid-sized employers and their 150,000+ plan participants.

We’re headquartered in Waco, Texas, with much of our team working remotely. We invest in our people through training, career growth, competitive salaries, and strong benefits. Together, we’re working to make retirement better for our team, clients, partners, and plan participants.

Ready to help small businesses build stronger retirement plans? We’d love to hear from you!