• Serve as the primary point of contact for retirement small business clients and advisors • Strengthen relationships with clients and advisors through delivery of our value propositions • Respond to plan sponsors and advisors’ questions related to all aspects of their retirement plan including plan design in a timely manner • Monitor annual plan projects, calendars, and milestones • Communicate annual plan compliance results and annual tax filings • Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes • 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 • Coordinate with other team members as required for support on recordkeeping and plan administration • Communicate 401(k) recordkeeping processes and technology • Maintain documentation on client projects and responses within JULYs CRM software tool • Utilize a phone queue system to efficiently handle inbound and outbound call volume • Ad hoc projects and tasks as assigned