Client Relationship Manager

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $70k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• Act as the single point of contact for plan sponsors within an assigned book of accounts • Provide timely customer service, problem solving, and issue resolution • Communicate plan features and requirements clearly and informatively • Work cross-functionally to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing, and reporting • Share customer insights with marketing and product teams • Serve as the escalation point for participants of assigned plans • Assist clients with ongoing plan design and document support • Help clients meet IRS and Department of Labor deadlines for qualified retirement plans • Maintain current knowledge of ERISA legislation and proposed legislative changes through self-study and company training • Review or perform annual plan testing, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g) • Review Form 5500 and coordinate timely filing with plan sponsors • Assist auditors when plans are subject to audits • Assist IRS and DOL auditors when plans are subject to IRS or DOL audits

🎯 Requirements

• 3-5+ years of experience in A-Z plan administration • Passion for solving problems and helping people • Strong troubleshooting ability with meticulous attention to detail • Ability to communicate with confidence, professionalism, and empathy • Ability to remain composed in high-stress situations and convey empathy • Ability to work autonomously and proactively service customers and resolve issues • Adaptability within a fast-growing startup environment • Bonus Points: Experience with FT William and/or ASC software systems

🏖️ Benefits

• 401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees • Top-of-the-line health plans • Dental and vision insurance • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center for equity and financial wellness • Lyra enhanced mental health support for employees and dependents • Carrot fertility healthcare and family-forming benefits • Candidly student loan resource for employees and family • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, virtual social events, and team offsites