Client Service Manager
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Job Description
Client Service Manager supporting 150–175 small-business retirement plan clients at JULY. Managing compliance, recordkeeping, advisor questions, and proactive client service remotely.
Responsibilities:
- Serve as the primary point of contact for approximately 150–175 retirement plan clients and their advisors
- Answer plan sponsor and advisor questions on plan design, operations, compliance, and technology through resolution
- Keep clients ahead of annual compliance work, including nondiscrimination testing and Form 5500 filings
- 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
- Maintain clear records of client projects and conversations
- Build client loyalty through consistent, proactive service
- Stay current on industry trends and legislative and regulatory changes
- Contribute to other team projects as needed
- Report to a Team Leader in Client Services
Requirements:
- 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
- Organizational skills to keep many clients’ deadlines moving at once without someone checking in
- A team-first attitude and readiness to help colleagues
- Bachelor’s degree
- ASPPA credential (e.g., QKA), or willingness to work toward one
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
- Training and career growth
- Competitive salaries
- Strong benefits
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