Client Service Specialist

July Business Services

. Serve as the primary point of contact for sponsors and advisors for an assigned group of recordkeeping-only plans .

Posted 9/30/2026full-timeRemote • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client service and relationship management within retirement plan contexts, with strong organizational skills and the ability to communicate complex information clearly. Proficient in Microsoft Office tools and capable of managing compliance and operational tasks effectively.

Highest-signal resume keywords

Customer Service ExperienceRetirement Plan KnowledgeMicrosoft Office ProficiencyOrganizational SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan ExperienceMicrosoft OutlookMicrosoft WordMicrosoft ExcelCompliance MonitoringDocumentation ManagementPayroll Upload ExpertiseProject CoordinationClient Inquiry ResolutionAd Hoc Project Management

Soft Skills

EmpathyAttention to DetailMulti-taskingRelationship ManagementPositive Communication

Tools & Technologies

JULY Software

Industry Keywords

Client ServiceComplianceLegislative ChangesOperational ComplianceIndustry Trends

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2+ years of customer service or retirement plan experience
Strong written and verbal customer service skills
Exceptional organizational skills with the ability to multi-task and follow tasks through to completion
Desire and willingness to serve clients and be empathetic to their needs
Proficient computer skills in Microsoft Outlook, Word and Excel
Bachelor’s Degree Preferred
Ability to explain complex items in a clear and understandable manner
Professional and concise verbal, non-verbal, and written communication skills
Strong attention to detail and sense of urgency
Collaborative rapport and relationship management skills
Ability to work independently with minimal oversight
Ability to handle difficult conversations in a positive and professional manner

Benefits

Comp & perks

401(k) Plan with fully vested 5% employer match
Company pays 100% of employee health insurance
Three weeks of Paid Time Off
Ability to work remotely
Competitive salaries and generous benefits
Talent development and career growth opportunities