Client Account Manager
Human Interest, Lindon, UT, United States
Overview
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, including BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, Marshall Wace, Baillie Gifford, and more.
About the role As a Client Account Manager you will play a critical role in consistently meeting customer expectations. You’ll work closely with key internal stakeholders to help ensure that questions and issues are resolved in a timely manner and plans are designed to meet customer goals. You will drive excellent customer satisfaction by cultivating strong relationships, identifying opportunities for growth, and understanding your clients' needs.
What you get to do every day
Manage client accounts assigned to you by acting as the primary point of contact and consultant for our plan 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.
Responsible for client communication through incoming lines (phone, email, and chat).
Perform other job-related duties and special projects as required.
What you bring to the role
3-5 years of experience in a customer facing role in a similar industry; retirement service experience preferred but not required
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
Demonstrated ability to remain highly productive and organized in an elevated-noise, open-office environment
Where you will work
Our office in Lindon, Utah
In our office, 4 days per week, Monday-Thursday. Flexibility to work remotely on Friday.
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
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 and continuous improvement.
Fundamental Optimism : We see the glass as half full (and then we fill it up with more amazing ideas!).
Compensation The base salary for this position spans $58,000- $65,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. Base salary is one component of the overall Total Rewards package. The actual offer is based on location, relevant skills, and experience. All employees receive a robust suite of benefits.
Benefits
A great 401(k) plan with a dollar-for-dollar employer match up to 4% (immediately vested) and $0 plan fees
Top-of-the-line health plans, including dental and vision
Competitive time off and parental leave
Wealth-focused tools and resources for financial wellness
Enhanced mental health support and family-forming benefits
Student loan resources
Monthly stipend for work-from-home and quarterly lifestyle stipend
Engaging team-building experiences and offsites
Equality and Compliance Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at-will.
We are committed to accessibility in our application process. If you need a reasonable accommodation, please contact applicantaccommodations@humaninterest.com.
For fraud prevention and security, please apply only via our official careers page. We will never ask for financial information as part of the application process. If you have questions, contact careers@humaninterest.com.
Note This posting has been refined to remove extraneous form content and focus on the essential responsibilities, qualifications, and expectations of the Client Account Manager role.
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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, including BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, Marshall Wace, Baillie Gifford, and more.
About the role As a Client Account Manager you will play a critical role in consistently meeting customer expectations. You’ll work closely with key internal stakeholders to help ensure that questions and issues are resolved in a timely manner and plans are designed to meet customer goals. You will drive excellent customer satisfaction by cultivating strong relationships, identifying opportunities for growth, and understanding your clients' needs.
What you get to do every day
Manage client accounts assigned to you by acting as the primary point of contact and consultant for our plan 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.
Responsible for client communication through incoming lines (phone, email, and chat).
Perform other job-related duties and special projects as required.
What you bring to the role
3-5 years of experience in a customer facing role in a similar industry; retirement service experience preferred but not required
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
Demonstrated ability to remain highly productive and organized in an elevated-noise, open-office environment
Where you will work
Our office in Lindon, Utah
In our office, 4 days per week, Monday-Thursday. Flexibility to work remotely on Friday.
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
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 and continuous improvement.
Fundamental Optimism : We see the glass as half full (and then we fill it up with more amazing ideas!).
Compensation The base salary for this position spans $58,000- $65,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. Base salary is one component of the overall Total Rewards package. The actual offer is based on location, relevant skills, and experience. All employees receive a robust suite of benefits.
Benefits
A great 401(k) plan with a dollar-for-dollar employer match up to 4% (immediately vested) and $0 plan fees
Top-of-the-line health plans, including dental and vision
Competitive time off and parental leave
Wealth-focused tools and resources for financial wellness
Enhanced mental health support and family-forming benefits
Student loan resources
Monthly stipend for work-from-home and quarterly lifestyle stipend
Engaging team-building experiences and offsites
Equality and Compliance Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at-will.
We are committed to accessibility in our application process. If you need a reasonable accommodation, please contact applicantaccommodations@humaninterest.com.
For fraud prevention and security, please apply only via our official careers page. We will never ask for financial information as part of the application process. If you have questions, contact careers@humaninterest.com.
Note This posting has been refined to remove extraneous form content and focus on the essential responsibilities, qualifications, and expectations of the Client Account Manager role.
#J-18808-Ljbffr