Client Account Manager

Summary

Join Human Interest, a high-growth tech company revolutionizing the retirement industry, as a Client Account Manager. You will be the primary point of contact for plan sponsors, developing strategies and solutions for their retirement plans. This role demands strong customer service skills, problem-solving abilities, and a deep understanding of retirement plan administration. You will manage client accounts, resolve issues, and ensure client satisfaction. The position offers a competitive salary, comprehensive benefits, and the opportunity to contribute to a meaningful mission. The work environment is hybrid, with a focus on collaboration and growth. Human Interest is committed to providing a supportive and inclusive workplace.

Requirements

• Have 3-5 years of experience in a customer-facing role in a similar industry
• Have a passion for solving problems and helping people
• Possess a strong ability to troubleshoot with a meticulous eye for detail
• Communicate with confidence, professionalism, and empathy
• Remain composed in high-stress situations and convey empathy for our customers and their situation
• Have the ability to work autonomously and take initiative to proactively service customers and resolve any issues
• Possess a “change is good” mindset allowing you to quickly adapt within a fast-growing startup environment

Responsibilities

• Manage client accounts assigned to you by acting as the primary point of contact and consultant for our plans sponsors on the development of strategies and solutions for their retirement plans
• Understand customer expectations in order to help manage their plan and reduce the administrative burden
• Independently anticipate, recognize, and research sophisticated and financially significant retirement plan matters
• Promote customer satisfaction through effective and timely service delivery, including fielding client questions on unique issues and providing prompt and detailed responses
• Demonstrate a full understanding of the plan sponsor and their plan, the administration of the plan, the client's sensitivities, needs, and objectives
• Respond independently and with appropriate team members to client needs related to core aspects of retirement plan and financial management, including retirement plan amendments, compliance with IRS and DOL regulations, plan design, Form 5500 filings, compliance testing, and payroll integrations
• Assist with compliance testing
• Provide plan onboarding and other management services by reviewing, investigating, analyzing and recommending resolutions to complex service inquiries including payroll integrations, plan contributions, distributions, and corrections
• Act as a liaison between plan sponsors and various internal groups
• Be responsible for client communication through incoming lines (phone, email, and chat)
• Perform other job-related duties and special projects as required

Preferred Qualifications

Have experience with FT William and/or ASC software systems

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Generous PTO and parental leave policies
• Addition Wealth - Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra - Enhanced Mental Health Support for Employees and dependents
• Carrot - Fertility healthcare and family forming benefits
• Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
• Fun online and regional events and celebrations and department and company offsites
• The vast majority of our positions can be 100% remote
• Base salary for this position spans $55,000 - $60,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region
• Depending on the position, additional compensation components such as bonus, commission, and equity may be offered
• All of our employees are offered a robust suite of physical, financial and mental wellness benefits