Client Account Manager

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 Black Rock, TPG (The Rise Fund), Soft Bank, Glynn Capital, New View Capital, USVP, Wing, Uncork, 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 plans sponsors on the development of strategies and solutions for their retirement plans.

* Understanding 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 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 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…