Human Interest
Client Relationship Manager
Lindon, Utah
Sponsorship not specified$70k-$75kDetected 14 hours ago
ComplianceAccountingValuationCustomer SupportCommunicationCollaborationProblem Solving
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.
- 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
Responsibilities
- 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.
- You'll own customer happiness by marrying effective responsiveness with thoughtful proactive touch-points to anticipate customer needs before they ask.
- Assist clients with all ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations
Requirements
- 3-5+ years of experience in A-Z plan administration
- Strong ability to troubleshoot with a meticulous eye for detail
Nice to have
- Experience with FT William and/or ASC software systems
- Why you will love working at Human Interest
- You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide.
- We value hard work and recognize that our team's contributions are key to our continued success.
- Our operating principles define how we work together as a team.
- They reflect Human Interest's unique view on what's important and what's right.
- It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.
Compensation
- At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position.
- We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $70,000 - $75,000 annually and represents the minimum in our lowest geographic region to a maximum in our highest geographic region.
- The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience.
- At Human Interest, base salary is one component of the overall total rewards package.
- Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered.
- In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.
- Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position.
Benefits
- Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
- 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.
- At Human Interest, base salary is one component of the overall total rewards package.
- Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered.
Company info
- We're all about creating amazing experiences for our customers.
- We put their needs first and go the extra mile to make them smile.
- Act as the voice of your customers by partnering with our marketing and product teams to share insights
- Remain composed in high-stress situations and convey empathy for our customers and their situation
- We are backed by a number of investors.
- The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience.
Visa & Work Authorization
- Review Form 5500 and coordinate with plan sponsor to help ensure timely filing
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This listing is sourced directly from Human Interest's careers page and normalized into a canonical job model.