Client Relationship Manager I

Summary

Human Interest is a fintech company working to make retirement benefits accessible to employees at small and medium-sized businesses. The Client Relationship Manager manages assigned plan sponsor accounts, provides customer service and issue resolution, and serves as a subject matter expert on retirement plans. The role also supports plan administration, regulatory compliance, annual testing, reporting, audits, and cross-functional customer advocacy.

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

• 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
• 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
• Experience with FT William and/or ASC software systems

Qualifications

Must Haves

• 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
• 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

Nice to Haves

• Experience with FT William and/or ASC software systems

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.