Client Relationship Manager I

Human Interest

2d•$70,000 - $75,000

About The Position

Human Interest is a high-growth fintech company working to make retirement benefits affordable and accessible to employees at small and medium-sized businesses. The Client Relationship Manager serves as an expert source of knowledge for assigned accounts and helps define the customer experience. This role works closely with implementation, sales, support, marketing, and product teams to resolve questions and issues promptly, optimize retirement plans to meet customer goals, and anticipate customer needs through proactive communication. The role owns relationships with plan sponsors and serves as the escalation point for participants in assigned plans. It provides ongoing plan administration and document support, helps clients understand their regulatory responsibilities and deadlines, and supports plan testing, reporting, audits, and required filings. The position requires independent, detail-oriented customer service and the ability to adapt within a fast-growing startup.

Requirements

3–5+ years of experience in A-to-Z plan administration.
Passion for solving problems and helping people.
Strong troubleshooting ability and meticulous attention to detail.
Ability to communicate with confidence, professionalism, and empathy.
Ability to remain composed in high-stress situations and empathize with customers and their circumstances.
Ability to work autonomously and take initiative to proactively serve customers and resolve issues.
Adaptability and a willingness to embrace change in a fast-growing startup environment.

Nice To Haves

Experience with FT William and/or ASC software systems.

Responsibilities

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 as applicable.
Share customer insights with marketing and product teams as the voice of customers.
Serve as the escalation point for participants in assigned plans.
Assist clients with ongoing plan design and document support, including explaining their responsibilities under IRS and Department of Labor regulations.
Help clients meet applicable IRS and Department of Labor deadlines for qualified retirement plans.
Maintain current knowledge of existing and proposed ERISA legislation through self-study and company-sponsored training.
Review or perform annual plan testing as needed, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g) testing.
Review Form 5500 and coordinate with plan sponsors to help ensure timely filing.
Assist auditors when a plan is subject to an audit.
Assist IRS and Department of Labor auditors when a plan is subject to an IRS or DOL audit.

Benefits

401(k) plan with a dollar-for-dollar employer match up to 4% of compensation, immediate vesting, and no plan fees.
Health insurance plans.
Dental insurance.
Vision insurance.
Competitive time off.
Parental leave.
Unlimited access to digital financial tools, financial professionals, and a knowledge center through Addition Wealth.
Enhanced mental health support for employees and dependents through Lyra.
Fertility healthcare and family-forming benefits through Carrot.
Student loan resources through Candidly.
Monthly work-from-home stipend.
Quarterly lifestyle stipend.
Team-building experiences, including virtual social events and team offsites.