Client Service Manager

July Business Services

. Serve as the primary point of contact for approximately 150–175 retirement plan clients and their advisors .

Posted 10/20/2026full-timeRemote • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement plan compliance, client relationship management, and effective communication. Proficient in managing multiple client deadlines while maintaining attention to detail and fostering trust with clients and advisors.

Highest-signal resume keywords

Retirement Plan ComplianceClient Relationship ManagementNondiscrimination TestingForm 5500 FilingsASPPA Credential

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Compliance Testing401(k) RecordkeepingTechnical ExplanationAttention to DetailOrganizational Skills

Soft Skills

Clear CommunicationProactive ServiceTrust BuildingTeam CollaborationDifficult Conversation Management

Tools & Technologies

JULY Technology

Certifications & Qualifications

Bachelor's DegreeASPPA Credential (e.g., QKA)

Industry Keywords

Retirement PlansPlan SponsorsClient AdvisorsLegislative ChangesRegulatory Changes

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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