SoloK Associate
July Business Services (JULY) is seeking an individual for SoloK Associate. In this role, you will enjoy the unique challenge of learning about owner only 401(k) plans (SoloK). You will put this retirement plan knowledge and client service skills to work alongside a team of other SoloK plan professionals. As you gain experience and demonstrate excellence, you will have the opportunity for additional career opportunities at JULY based on your personal strengths and interests.
The Gig…- Serve on a team providing services for SoloK retirement clients and advisors
- Respond to plan sponsors and advisors’ questions related to all aspects of their retirement plan in a timely manner
- Monitor and complete tasks, emails and phone calls as assigned related to SoloK plans
- Assist in the completion of annual compliance project needs
- Coordinate with internal and external partners to support operational compliance and completion of projects including setting up, terminating, distributing, amending, and completing required tax returns
- Be an in-house resource for all JULY team members regarding SoloK plans
- Maintain documentation on client projects and responses within JULYs software
- Utilize a phone queue system to efficiently handle inbound and outbound call volume
- 2+ Years of Client Service or Retirement Plan Experience
- Ability to explain complex compliance 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
- Builder of collaborative rapport with stellar interpersonal and relationship management skills
- Exceptionally organized individual who juggles multiple projects with minimal oversight
- Self-starting, resourceful, solution seeker who works well independently
- Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
- Team player with willingness to do no matter how small or large the task
- Positive attitude
- Bachelor’s Degree
- Desire to deliver the best internal and external client service possible
- Dedicated employee who finds enjoyment in service with a smile
- Ability to handle difficult conversations in a positive and professional manner
- Build a winning culture
- Pursue excellence
- Deliver WOW service
- Foster strong relationships
- Have a servant’s heart
- Drive innovation
We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.
Our Benefits…- 401(k) Plan with fully vested 5% employer match
- Company pays 100% of employee health insurance
- Generous Paid Time Off
- Ability to work remotely
JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to make retirement plans easy for our clients including 7,000+ small and mid-sized employers, representing 150,000+ plan participants.
In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.
Skills Required
- 2+ years of client service or retirement plan experience
- Ability to explain complex compliance items clearly
- Strong verbal, written, and interpersonal communication skills
- Strong attention to detail and sense of urgency
- Relationship management and collaborative teamwork skills
- Ability to manage multiple projects with minimal oversight
- Self-starting, resourceful, and solution-oriented approach
- Client-focused, accountable, credible, and trustworthy work style
- Positive attitude and willingness to support team responsibilities
- Bachelor's degree
- Ability to handle difficult conversations professionally
What We Do
July Business Services (JULY) provides retirement-plan administration and recordkeeping solutions for employers, financial advisors, and plan participants. Its offerings include 401(k), cash-balance, pooled employer, multiple-employer, solo 401(k), and defined-benefit plans, supported by ERISA expertise and technology. The company focuses on helping small and midsize businesses and their advisors create stronger retirement outcomes through high-touch service and operational support across the United States.
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