Joseph Wallace
Client Service Manager at July Business Services, Waco, Texas/United States
- Role
- Client Services Manager at July Business Services
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Joseph Wallace
Highly skilled Client Service Delivery, Retirement Account Plan Manager and Financial professional with over 25 years of experience in Accounting, Relationship Management, Service Delivery, Defined Contributions & Plan Administration, Operational Management, Compliance Reporting & Testing, Call Center Management, Payroll, Integration, Customer Service, Six Sigma and Auditing. Excellent Team Building, Communication and Coaching skills. Advanced Proficiencies in Microsoft Office Suite, Microsoft Outlook, FT Williams, TRAC, AWD, SharePoint, Access, SunGard Omni Plus, Power Image, Salesforce, B2B, Navigator and Kodak Imaging.
Experience
Client Services Manager
Jun 2021 — Present · Waco, TX, US
Serve as the primary contact for retirement plan sponsors and advisors. Build strong relationships with clients and advisors through delivery of our value propositions to ensure satisfaction and longevity. Ensure ongoing client satisfaction and client’s willingness to be a reference. • Facilitate the majority of the communication efforts between JULY and our clients/advisors. • Monitor annual plan projects, calendars, and milestones. • Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes. • Respond to plan sponsors and advisors questions related to all aspects of their retirement plan including plan design. • Work with client and advisor to increase plan participation, investment diversification and retirement readiness. Promote automatic plan features. • Proactively request information and alert clients to plan operational and compliance matters. • Prioritize, research and resolve client questions related to technology, plan operation, compliance and other matters. • Reach out to subject matter experts when the situation demands: ERISA Consulting, Recordkeeping, Distributions, Plan Administration, Participant Services, Technology. Utilize strong communication and service skills to exceed the needs of clients. • Know and understand JULY’s business model, strengths and product offering. Interact with advisors and other vendors to coordinate a high quality client experience.• Understand and be able to communicate key recordkeeping functions.• Communicate annual plan compliance results and annual tax filings. • Document projects and responses within JULYs CRM software tool.
Education
Quincy College
A.S, Business Management
1987 — 1989
Quincy College
Associate's degree, Business Administration and Management, General
NEW HAMPSHIRE COLLEGE
B.S, Marketing/Business Management
1989 — 1992
Skills
- Insurance
- Benefits Administration
- Investments
- Mutual Funds
- Risk Management
- Change Management
- Retirement
- Defined Benefit
- Business Analysis
- Process Improvement
- Call Centers
- Business Relationship Management
- Retirement Planning
- Vendor Management
- Pensions
- Management
- Call Center
- Relationship Management
- Employee Benefits
- Financial Services
- Business Process Improvement
- Deferred Compensation
- Six Sigma
- Training
- 401k
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