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July Business Services
July Business Services
201 – 500 Employees
ConsultingHealthcareInsurance
July Business Services helps employers establish and manage 401(k) retirement plans. Its services span plan administration, fiduciary support, payroll integration, employee enrollment, and digital tools for retirement planning and education. The company serves employers, financial advisors, third-party administrators, and employees, with support for plan management and compliance through its affiliation with an SEC-registered investment adviser.
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Remote Client Service Manager, Retirement Plans — Texas

Manage service for 150–175 small-business retirement plan clients, handling compliance, recordkeeping, advisor questions, and proactive support remotely. Partner with internal teams and outside providers to keep plans on track and clients informed.

USUnited StatesTXTexasRemoteFull-timeMiddleSeniorEnglish RequiredClient ServicesClient Services Representative

Description

  • Act as the main contact for about 150–175 retirement plan clients and their advisors
  • Resolve sponsor and advisor questions about plan design, operations, compliance, and technology
  • Help clients prepare for annual compliance tasks, including nondiscrimination testing and Form 5500 filings
  • Guide clients and advisors through 401(k) recordkeeping processes and JULY technology
  • Coordinate with internal teams and external partners to keep plans on track
  • Take inbound and make outbound client calls through a phone queue
  • Document client projects and conversations clearly
  • Strengthen client loyalty through reliable, proactive service
  • Track industry developments and legislative and regulatory changes
  • Support additional team projects as needed
  • Report to a Client Services Team Leader

Requirements

  • At least three years of retirement plan experience in compliance testing, a client-facing role, or both
  • Explain technical results to plan sponsors in plain language
  • Handle challenging conversations, such as communicating failed test results, while maintaining strong client relationships
  • Build trust with clients and advisors over time
  • Communicate clearly and concisely in writing and by phone
  • Pay close attention to detail and follow up promptly
  • Organize work to manage deadlines across many clients independently
  • Work collaboratively and support colleagues
  • Bachelor’s degree
  • ASPPA credential such as QKA, or willingness to pursue one

Benefits

  • 401(k) plan with a fully vested 5% employer match
  • Employee health insurance fully paid by the company
  • Generous paid time off
  • Continuing education and ASPPA certification opportunities
  • Fully remote position
  • Training and career development
  • Competitive salaries
  • Strong benefits

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