Client Relationship Manager

About the Role

As a Client Relationship Manager at Human Interest, you’ll define your customers’ experience by serving as an expert source of knowledge for your assigned accounts. You’ll collaborate closely with implementation, sales, and support teams to ensure timely issue resolution and plan optimization to meet customer goals. Your role involves owning customer satisfaction by balancing responsiveness with proactive engagement to anticipate and address customer needs before they arise.

What You Get to Do Every Day

• Act as the single point of contact for plan sponsors within your assigned 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 marketing and product teams to share insights.
• Serve as the escalation point for any participants of your assigned plans.
• Assist clients with ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations.
• Ensure clients meet all IRS and Department of Labor deadlines necessary for qualified retirement plans.
• Maintain up-to-date knowledge of present legislation and proposed legislative changes regarding ERISA law through self-study and company-sponsored training.
• 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 sponsors to 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.
• 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.
• Ability to work autonomously and take initiative to proactively service customers and resolve 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

• 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!). We believe in the power of positivity and the potential for greatness.