JULY BUSINESS SERVICES LLC

Plan Installation Manager

JULY BUSINESS SERVICES LLC · Full Time · 4 hours ago

JULY BUSINESS SERVICES LLC

🌎 United States ⭐ 2-5 yrs exp 💼 Others

The Installation Manager serves as the primary point of contact for new retirement plan clients, guiding them through the setup process and ensuring operational readiness. They are responsible for managing project timelines, coordinating with recordkeepers, and educating plan sponsors on compliance and system processes.

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Retirement Plan Consultant

JULY BUSINESS SERVICES LLC · Full Time · 6 days ago

JULY BUSINESS SERVICES LLC

🌎 Worldwide ⭐ 2-5 yrs exp 💼 Others

The consultant will manage compliance testing, trust accounting, and Form 5500 filings for small to mid-sized retirement plans. They will also provide expert support to clients and internal teams regarding complex plan administration and regulatory issues.

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Participant Service Manager

JULY BUSINESS SERVICES LLC · Full Time · 15 days ago

JULY BUSINESS SERVICES LLC

🌎 Worldwide ⭐ 2-5 yrs exp 💼 Others

Manage a team of Participant Service Associates by conducting regular meetings, monitoring KPIs, and providing leadership development. Handle complex or escalated participant and advisor issues while collaborating with other departments to improve internal processes.

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Client Service Manager

JULY BUSINESS SERVICES LLC · Full Time · 20 days ago

JULY BUSINESS SERVICES LLC

🌎 United States ⭐ 2-5 yrs exp 💼 Others

Serve as the primary point of contact for small business clients and advisors regarding retirement plan design and operations. Monitor annual compliance projects and resolve client questions related to technology and regulatory requirements.

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Participant Service Associate

JULY BUSINESS SERVICES LLC · Full Time · 2 months ago

JULY BUSINESS SERVICES LLC

🌎 Worldwide ⭐ 2-5 yrs exp 💼 Others

Serve as the primary point of contact for retirement plan participants via phone, email, and chat. Assist with account questions and support the distributions team with withdrawal requests.

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Actuarial Services Consultant

JULY BUSINESS SERVICES LLC · Full Time · 4 months ago

JULY BUSINESS SERVICES LLC

🌎 Worldwide ⭐ 2-5 yrs exp 💼 Others

The consultant will manage a portfolio of retirement plans, ensuring accurate service delivery and compliance with regulatory requirements. They will act as a liaison between actuarial and client service teams while performing complex testing and plan valuations.

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