Client Relationship Manager I

humaninterest; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

Human Interest is seeking a Client Relationship Manager to provide expert knowledge to assigned accounts and partner with implementation, sales, and support teams to optimize plans and goals.

You will own customer happiness with responsive and proactive touchpoints, addressing IRS and DOL requirements and ensuring timely plan design and documentation support.

Qualifications

• 3-5+ years of experience in A-Z plan administration.
• Have a passion for solving problems and helping people.
• 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.
• Ability to work autonomously and take initiative to proactively service customers and resolve any issues.
• A "change is good" mindset allowing you to quickly adapt within a fast-growing startup environment.
• Bonus Points: Experience with FT William and/or ASC software systems.

Responsibilities

• Act as the single point of contact for the plan sponsors within your book of accounts.
• Provide timely, superior customer service, including problem solving and issue resolution.
• Communicate key plan features and requirements in a clear, concise and informative manner.
• Work cross-functionally to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable.
• Act as the voice of your customers by partnering with our marketing and product teams to share insights.
• Be the escalation point for any participants of your assigned plans.
• Assist clients with all ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations.
• Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan.
• Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions.
• Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
• Review Form 5500 and coordinate with plan sponsor to help ensure timely filing
• Assist auditors if a plan is subject to an audit
• Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit

Skills

Customer service

Problem solving

Attention to detail

Communication

Empathy

Autonomy

Initiative

Adaptability

Tools

FT William

ASC software

Job description

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than half of all working Americans are not saving enough for their future. Too often, it's because they are employed by a company that doesn't offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We're a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock , TPG (The Rise Fund) , SoftBank, Glynn Capital , NewView Capital, USVP, Wing, Uncork, and more.

About the role

As a Client Relationship Manager you'll have the opportunity to define our customer's experience by being an expert source of knowledge to your assigned accounts. You'll work closely with our implementation, sales, and support teams to help ensure that questions and issues are resolved in a timely manner and plans are optimized to meet customer goals. You'll own customer happiness by marrying effective responsiveness with thoughtful proactive touch-points to anticipate customer needs before they ask.

What you get to do every day

• Act as the single point of contact for the plan sponsors within your book of accounts
• Provide timely, superior customer service, including problem solving and issue resolution
• Communicate key plan features and requirements in a clear, concise and informative manner
• Work cross-functionally to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
• Act as the voice of your customers by partnering with our marketing and product teams to share insights
• Be the escalation point for any participants of your assigned plans
• Assist clients with all ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations
• Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
• Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
• Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
• Review Form 5500 and coordinate with plan sponsor to help ensure timely filing
• Assist auditors if a plan is subject to an audit
• Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit

What you bring to the role

• 3-5+ years of experience in A-Z plan administration
• Have a passion for solving problems and helping people
• 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
• Ability to work autonomously and take initiative to proactively service customers and resolve any issues
• A "change is good" mindset allowing you to quickly adapt within a fast-growing startup environment
• Bonus Points: Experience with FT William and/or ASC software systems

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We've made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. They reflect Human Interest's unique view on what's important and what's right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.

• Customer obsession : We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
• Long-Term Orientation : We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams : We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
• An Escalating Bar for Talent and Performance : We're constantly raising the bar and challenging ourselves to be better. We believe in growth a