Client Relationship Manager

• 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.
• You’ll own customer happiness by marrying effective responsiveness with thoughtful proactive touch-points to anticipate customer needs before they ask
• 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
• Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
• 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 if a plan is subject to an audit
• Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit

Benefits

• Short/Long-term disability and life insurance
• Generous parental leave policy
• Monthly work from home stipend
• Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year
• Comprehensive training and professional development via Beacon U plus an annual education stipend
• Annual wellness stipend
• An annual membership to One Medical Group, with membership fees paid by Human Interest
• HSA or FSA offering with an annual employer contribution
• Generous FTO (exempt) and PTO (non-exempt) policies
• Stock options for every employee
• Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest
• A great 401(k) plan: our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation- Communicate with confidence, professionalism and empathy
• Remain composed in high-stress situations and convey empathy for our customers and their situation
• 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
• 3-5+ years of experience in A-Z plan administration
• Strong ability to troubleshoot with a meticulous eye for detail
• Ability to work autonomously and take initiative to proactively service customers and resolve any issues
• Have a passion for solving problems and helping people