July Business Services

Client Services Representative

• Serve as the primary point of contact for sponsors and advisors for an assigned group of recordkeeping-only plans
• Work with Client Service Managers to provide client service
• Respond to phone calls, emails, and chats from plan sponsors and advisors
• 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 proactively communicate annual compliance project needs, deadlines, and filings
• Maintain knowledge of industry trends and legislative/regulatory changes
• Prioritize, research, and resolve client questions related to technology, payroll, and plan matters
• Coordinate with internal and external partners to support operational compliance
• Participate in ongoing retirement-plan training
• Maintain documentation on client projects and responses within JULY’s software
• Complete ad hoc projects and tasks as needed

Client Service Specialist