Client Relationship Manager, Human Interest
$70-75k
Full-service 401(k) plans for SMBs
Posted today
Full-service 401(k) plans for SMBs
501-1000 employees
Posted today
$70-75k
501-1000 employees
Company mission
Human Interest's mission is to ensure that people in all lines of work have access to retirement benefits.
Role
Who you are
- 3-5+ years of experience in A-Z plan administration
- Have a passion for solving problems and helping people
- Strong ability to troubleshoot with a meticulous eye for detail
- Communicate with confidence, professionalism and empathy
- Remain composed in high-stress situations and convey empathy for our customers and their situation
- Ability to work autonomously and take initiative to proactively service customers and resolve any issues
- 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
What the job involves
- 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
Our take
Human Interest is a company offering 401(k) for small and medium-sized businesses (SMB). SMBs have historically been unable to afford benefits for employees, leaving around 40 million Americans without a retirement plan. Human Interest is helping to change this with its platform that has eliminated all 401(k) transaction fees.
The company has seen strong adoption from businesses that have not previously had retirement benefits, including construction, retail, and hospitality - making waves in its target market. Its successes so far have allowed Human Interest to sharpen its competitive edge against similar companies such as Guideline.
With a series of substantial funding rounds under its belt -including an impressive $50 million from Morgan Stanley - the company is preparing the foundations for a stock market listing. An indicator of this is its hiring of fresh leadership talent who have previously worked at tech firms that have undergone successful IPOs.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Jul 2024
$242m
LATE VC
Aug 2021
$200m
SERIES D
Total funding: $577.1m
Company benefits
- A great 401(k) plan: our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation
- Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest
- Stock options for every employee
- Generous FTO (exempt) and PTO (non-exempt) policies
- HSA or FSA offering with an annual employer contribution
- An annual membership to One Medical Group, with membership fees paid by Human Interest
- Short/Long-term disability and life insurance
- Generous parental leave policy
- Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year
- Monthly work from home stipend
- Comprehensive training and professional development via Beacon U plus an annual education stipend
- Annual wellness stipend
Company HQ
Financial District, San Francisco, CA
Leadership
Roger Lee
(Co-Founder)Co-founder and CEO at Comprehensive. Studied Applied Mathematics at Harvard. Also co-founded Sub Profile and Thunder.
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