Human Interest

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

This listing is sourced directly from Human Interest's careers page and normalized into a canonical job model.