Client Account Manager at Human Interest

Lindon, Utah, United States

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Retirement ServicesIndustries

Requirements

3-5 years of experience in a customer-facing role in a similar industry (retirement service experience preferred but not required)
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 customers and their situation
Ability to work autonomously and take initiative to proactively service customers and resolve issues
A “change is good” mindset allowing quick adaptation within a fast-growing startup environment
Bonus: Experience with FT William and/or ASC software systems
Demonstrated ability to remain highly productive and organized in an elevated-noise, open-office environment
Work in the office in Lindon, Utah, 4 days per week (Monday-Thursday), with flexibility to work remotely on Friday

Responsibilities

Manage client accounts assigned to you by acting as the primary point of contact and consultant for plan sponsors on the development of strategies and solutions for their retirement plans
Understand customer expectations 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

Skills

Key technologies and capabilities for this role

Account ManagementClient RelationsRetirement PlansCustomer SatisfactionStakeholder ManagementFinancial ConsultingPlan Administration

Questions & Answers

Common questions about this position

What experience is required for the Client Account Manager role?

Candidates need 3-5 years of experience in a customer-facing role in a similar industry, with retirement service experience preferred but not required, and a passion for solving problems.

What does a typical day look like for a Client Account Manager?

You'll manage client accounts as the primary point of contact, understand customer expectations to reduce administrative burdens, handle complex retirement plan matters, promote satisfaction through timely service, and act as a liaison between plan sponsors and internal groups.

Is retirement services experience necessary for this position?

Retirement service experience is preferred but not required.

What is the salary or compensation for this role?

This information is not specified in the job description.

Is this position remote or does it require office work?

This information is not specified in the job description.

Human Interest

Simplifies retirement savings plans for businesses

About Human Interest

Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance testing and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.

San Francisco, CaliforniaHeadquarters

2015Year Founded

$561.2MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation

Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest

Stock options for every employee

Generous PTO policy

HSA or FSA offering with an annual employer contribution

Short/Long-term disability and life insurance

Generous parental leave policy

Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year

Monthly work from home stipend

Annual wellness stipend

Risks

Increased competition from established financial institutions may pressure market share.

Rapid expansion into Utah could strain resources and operational capacity.

Reliance on technology makes Human Interest vulnerable to technological failures or disruptions.

Differentiation

Human Interest offers a unique 3% cash back on employee 401(k) contributions.

The company provides end-to-end administration, including compliance and IRS paperwork handling.

Human Interest charges clear, affordable pricing with zero transaction fees for businesses.

Upsides

The SECURE 2.0 Act could expand Human Interest's customer base among small businesses.

Partnership with BlackRock enhances credibility and provides resources for market expansion.

Increased demand for digital financial services boosts Human Interest's technology-driven approach.

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