Client Service Specialist

Summary…

July Business Services (JULY) is seeking an individual for Client Service Specialist. In this role, you will enjoy the unique challenge of working with other retirement plan professionals to support the service needs of our retirement plan clients. 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 sponsors and advisors for an assigned group of recordkeeping only plans
• Demonstrate teamwork by working in congruence with Client Service Managers to provide WOW service
• Respond to incoming phone calls, emails and chats from plan sponsors and advisors in a timely manner
• Serve as the subject matter expert for payroll upload inquiries
• Request information from plan sponsors and advisors as needed by other departments
• Obtain missing signatures for plan documents and amendments
• Monitor and pro-actively communicate annual compliance project needs, deadlines and filings
• Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes
• Prioritize, research and resolve client questions related to technology, payroll and other plan related matters
• Coordinate with internal and external partners as needed to support operational compliance
• Participate in on-going training to gain comprehensive knowledge of retirement plans
• Communicate effectively, professionally and knowledgably with plan sponsors and advisors
• Maintain documentation on client projects and responses within JULYs software
• Ad hoc projects and tasks as needed

Our Needs…

• Ability to explain complex 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 Preferred
• 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 innovation

We 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.

Benefits

• 401(k) Plan with fully vested 5% employer match
• Company pays 100% of employee health insurance
• Three weeks of Paid Time Off
• Ability to work remotely

Experience / Credentials

• 2+ years of customer service or retirement plan experience
• Strong written and verbal customer service skills
• Exceptional organizational skills with the ability to multi-task and follow tasks through to completion
• Desire and willingness to serve clients and be empathetic to their needs
• Proficient computer skills in Microsoft Outlook, Word and Excel
• Bachelor’s Degree Preferred