Client Relationship Manager I - Human Interest

About Human Interest

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, backed by top investors including BlackRock, TPG (The Rise Fund), SoftBank, and more.

About the Role

As a Client Relationship Manager, you’ll have the opportunity to define our customer’s experience by being an expert source of knowledge to your assigned accounts. You’ll work closely with our implementation, sales, and support teams to help ensure that questions and issues are resolved in a timely manner and plans are optimized to meet customer goals.

What You Get to Do Every Day

• 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.
• 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 and regulatory agents if a plan is subject to an IRS, DOL, or independent audit.

What You Bring to the Role

• 3-5+ years of experience in A-Z plan administration.
• A passion for solving problems and helping people.
• Strong ability to troubleshoot with a meticulous eye for detail.
• Ability to communicate with confidence, professionalism, and empathy.
• Ability to remain composed in high-stress situations.
• Ability to work autonomously and take initiative to proactively service customers.
• 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.

Benefits & Perks

• 401(k) Plan: Employer match up to 4% of compensation (immediately vested) with $0 plan fees.
• Health & Wellness: Top-of-the-line health, dental, and vision insurance, plus enhanced mental health support (Lyra) and fertility healthcare (Carrot).
• Financial & Family Support: Unlimited access to digital financial professionals (Addition Wealth) and student loan support (Candidly).
• Time Off: Competitive time off and parental leave.
• Stipends: Monthly work-from-home stipend and quarterly lifestyle stipend.