Joseph Wallace

Client Services Manager @July Business Services

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.

Quincy College

A.S, Business Management

Quincy College

Associate's degree, Business Administration and Management, General

NEW HAMPSHIRE COLLEGE

B.S, Marketing/Business Management