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© All Rights Reserved. ApplyBlast.com
July Business Services
The Client Service Manager serves as the primary point of contact for a book of retirement plan clients and their advisors, ensuring plans remain compliant and operate smoothly. This role involves resolving questions on plan design, operations, and technology while guiding clients through annual compliance tasks and recordkeeping processes. The position requires maintaining clear records, staying current on industry regulations, and fostering strong client relationships through proactive service.
Headquarters
Waco, Texas, United States
JULY is a team of 700+ professionals helping participants, employers, and advisors build their futures with expert retirement plan solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for July Business Services.
July Business Services didn’t post a salary, so this is our estimate from similar listings.
8% below the average for this role