In the rapidly evolving world of retirement planning and financial technology, July Business Services (JULY) stands out as a leader dedicated to simplifying retirement plans and enhancing client experience through innovation and personalized service. For professionals with a strong background in client relationship management and retirement plan compliance, the opportunity to join JULY as a Remote Client Service Manager (Mid-Market) presents a chance to contribute to meaningful work while enjoying the flexibility of working from home.
About July Business Services
July Business Services is a full-service retirement plan provider supporting thousands of small to mid-sized businesses across the United States. With over 150,000 plan participants and 7,000+ employer clients, JULY delivers reliable retirement solutions through collaborative partnerships with advisors and institutions.
Driven by technology and guided by people who care deeply about service, JULY combines advanced tools with a client-first approach. Their culture emphasizes innovation, accountability, and a strong commitment to helping businesses and employees prepare for the future.
About the Role: Client Service Manager (Mid-Market)
As a Client Service Manager (CSM) for JULY, you will be responsible for managing a portfolio of approximately 50–60 mid-market clients. This role is critical in ensuring smooth plan operations, client satisfaction, and long-term success. You will act as a key advisor and point of contact for both clients and financial advisors, coordinating compliance processes, managing annual projects, and solving plan-related issues.
Core Responsibilities
- Serve as the primary client contact for plan sponsors and advisors.
- Build and maintain strong relationships through consistent communication and expert guidance.
- Provide consultative support on regulatory changes, plan compliance, and best practices.
- Lead annual plan reviews and monitor required regulatory reporting, including Form 5500 filings.
- Collaborate with internal departments to ensure timely delivery of services and solutions.
- Maintain accurate documentation in the company’s CRM and workflow systems.
- Proactively resolve client concerns and questions related to technology, plan operations, and compliance.
This role requires a deep understanding of retirement plans and a customer-centric mindset. It is designed for professionals who thrive in an autonomous environment while managing multiple priorities with precision.
Qualifications and Skills
To be successful in this role, candidates should meet the following requirements:
- Minimum of 5 years of experience working with qualified retirement plans.
- A current QKA (Qualified 401(k) Administrator) certification is required.
- Bachelor’s degree in a relevant field.
- Strong knowledge of defined contribution plans, ERISA, and fiduciary standards.
- Ability to analyze complex plan issues and provide sound recommendations.
- Exceptional communication skills, both written and verbal.
- Experience working remotely or independently in a high-responsibility role.
- Proficiency in managing multiple projects using CRM and plan administration tools.
Compensation and Benefits
JULY offers a competitive compensation package designed to reward experience and performance. While exact figures are based on qualifications, the company ensures fair and motivating pay scales.
Benefits Include:
- Fully remote position with flexible work hours.
- 401(k) plan with a 5% fully vested company match.
- 100% employer-paid health insurance for employees.
- Paid Time Off (PTO) and company holidays.
- Career advancement opportunities through professional development and internal training.
This role is ideal for someone who enjoys the combination of client service, technical retirement plan knowledge, and the comfort of working remotely.
Final Thoughts
This is more than just a job—it’s a chance to help organizations build better futures for their employees. As a Client Service Manager at JULY, you’ll be part of a company that values integrity, innovation, and meaningful relationships. You’ll have the opportunity to grow in a career where your expertise matters and your efforts directly affect people’s financial well-being.
If you’re an experienced retirement plan professional looking to step into a high-impact, fully remote role with a reputable company, this position could be the next big step in your career journey.
APPLY NOW and be part of a team that impacts the world