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Distributions & Deconversion Specialist

July Business Services

July Business Services

Operations
Remote
Posted on Thursday, June 20, 2024

Job Details

Fully Remote

Description

Deconversions Specialist


Summary…
July Business Services (JULY) is seeking an individual for Deconversions Specialist. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement 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…

• Manage Departure projects for plans leaving JULY to a new provider.
• Assist with Plan Terminations by working with Client Services Managers with questions related to distributions.
• Monitor the Deconversions email box to ensure emails are worked and responses provided in a timely manner.
• Assist Participant Services team with questions related to plan terminations distributions.
• Assist other departments team members with questions related to deconversions.
• Manage Resignation projects for plans JULY is resigning from providing our services.
• Focus on meeting predefined KPI scores.
• Participate in on-going training to gain comprehensive knowledge of retirement plan distributions and loans.

Our Needs…

• 2 + years customer service experience in client facing role.
• Experience in the Retirement Plan Industry a plus
• Proficient computer skills in Microsoft Outlook, Word, and Excel
• Bachelor’s Degree Preferred
• NIPA Distributions Administrator certification or must agree to obtain within 2 years.
• ASPPA QKA or Equivalent certification or must agree to obtain QKA within 4 years.

Our Wants...

• Strong customer service skills both verbal and written.
• Exceptional organizational skills with the ability to multi-task and follow tasks through to completion.
• Ability to articulate a complex subject in a simple manner.
Desire and willingness to serve clients and be empathetic to their needs.
• Committed and dedicated team player that thrives under pressure.

Our Values...

• 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
• Ability to work remotely
• Generous PTO Package

About JULY…

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.