Client Relationship Manager I – Retirement Plans

Human Interest; United States; Hybrid; USD 70,000 - 75,000; Full time

Job summary

Human Interest in the United States is seeking a Client Relationship Manager to define our customers' experience across assigned accounts. You will work with implementation, sales, and support teams to resolve questions and optimize plans to meet customer goals.

You’ll own customer happiness through proactive touchpoints, timely responses, and clear communication of plan features and requirements, while ensuring regulatory compliance and accurate reporting.

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.

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-dose­‑knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-dose­‑study and company-dose‑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

Detail oriented

Communication

Autonomous

Adaptability

FT William

ASC software

Tools

FT William

ASC software systems

Job description

Human Interest in the United States is seeking a Client Relationship Manager to define our customers' experience across assigned accounts. You will work with implementation, sales, and support teams to resolve questions and optimize plans to meet customer goals.

You’ll own customer happiness through proactive touchpoints, timely responses, and clear communication of plan features and requirements, while ensuring regulatory compliance and accurate reporting.