Client Service Specialist

This is a fully remote position, open to applicants in Texas.

📋 Description

• Act as the main point of contact for sponsors and advisors for a designated group of recordkeeping-only plans.

• Collaborate with Client Service Managers to deliver exceptional client service.

• Address phone calls, emails, and chats from plan sponsors and advisors.

• Serve as the go-to expert for inquiries related to payroll uploads.

• Request necessary information from plan sponsors and advisors for other departments.

• Acquire missing signatures for plan documents and amendments.

• Monitor and proactively communicate the requirements, deadlines, and filings for annual compliance projects.

• Stay informed about industry trends and changes in legislation/regulations.

• Prioritize, investigate, and resolve client inquiries related to technology, payroll, and plan issues.

• Coordinate with both internal and external partners to ensure operational compliance.

• Engage in ongoing training regarding retirement plans.

• Keep detailed documentation on client projects and responses within JULY’s software.

• Complete additional projects and tasks as required.

⛳️ Requirements

• Minimum of 2 years of experience in customer service or retirement planning.

• Strong written and verbal communication skills in customer service.

• Outstanding organizational abilities with the capacity to manage multiple tasks and see them through to completion.

• A genuine desire to serve clients and an empathetic approach to their needs.

• Proficient in Microsoft Outlook, Word, and Excel.

• Bachelor’s Degree is preferred.

• Capability to articulate complex information in a clear and comprehensible manner.

• Professional and succinct communication skills, both verbal and written.

• Keen attention to detail and a strong sense of urgency.

• Strong skills in collaboration and relationship management.

• Ability to work independently with minimal supervision.

• Proficient in managing challenging conversations in a constructive and professional way.

🏝️ Benefits

• 401(k) Plan with a fully vested 5% employer match.

• The company covers 100% of employee health insurance costs.

• Three weeks of Paid Time Off.

• Option to work remotely.

• Competitive salaries along with generous benefits.

• Opportunities for talent development and career advancement.