July Business Services
JULY is seeking a Client Service Specialist to serve as the primary point of contact for retirement plan sponsors and advisors, ensuring exceptional service and operational compliance. The role involves managing client inquiries, coordinating with internal teams, and maintaining knowledge of industry trends and regulatory requirements. This position offers opportunities for career growth within a supportive, value-driven environment.
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
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July Business Services didn’t post a salary, so this is our estimate from similar listings.