Client Account Manager

ClientAccountManager Lindon,Utah HumanInterestisonamissiontoensurethatpeopleinalllinesofworkhaveaccesstoretirementbenefits. MorethanhalfofallworkingAmericansarenotsavingenoughfortheirfuture.

Toooften,it'sbecausetheyareemployedbyacompanythatdoesn'tofferaretirementplan.

HumanInterestischangingthatbymakingitaffordableandaccessibleforsmallandmedium-sizedbusinessestoofferemployeesapathtofinancialindependencethroughretirementsavings. We'reahigh-growthfintechcompanychangingtheretirementindustry.

Wearebackedbyanumberofinvestors.

ThisincludesfundingfromMarshallWaceandBaillieGifford,aswellastopinvestorssuchasBlackRock,TPG(TheRiseFund),SoftBank,GlynnCapital,NewViewCapital,USVP,Wing,Uncork,andmore. Abouttherole AsaClientAccountManageryouwillplayacriticalroleinconsistentlymeetingcustomerexpectations.

You'llworkcloselywithkeyinternalstakeholderstohelpensurethatquestionsandissuesareresolvedinatimelymannerandplansaredesignedtomeetcustomergoals.

Youwilldriveexcellentcustomersatisfactionbycultivatingstrongrelationships,identifyingopportunitiesforgrowth,andunderstandingyourclients'needs. Whatyougettodoeveryday Manageclientaccountsassignedtoyoubyactingastheprimarypointofcontactandconsultantforourplanssponsorsonthedevelopmentofstrategiesandsolutionsfortheirretirementplans. Understandingcustomerexpectationsinordertohelpmanagetheirplanandreducetheadministrativeburden. Independentlyanticipate,recognize,andresearchsophisticatedandfinanciallysignificantretirementplanmatters. Promotecustomersatisfactionthrougheffectiveandtimelyservicedelivery,includingfieldingclientquestionsonuniqueissuesandprovidingpromptanddetailedresponses. Demonstrateafullunderstandingoftheplansponsorandtheirplan,theadministrationoftheplan,theclient'ssensitivities,needs,andobjectives. Respondindependentlyandwithappropriateteammemberstoclientneedsrelatedtocoreaspectsofretirementplanandfinancialmanagement,includingretirementplanamendments,compliancewithIRSandDOLregulations,plandesign,Form5500filings,compliancetesting,andpayrollintegrations. Assistwithcompliancetesting. Provideplanonboardingandothermanagementservicesbyreviewing,investigating,analyzingandrecommendingresolutionstocomplexserviceinquiriesincludingpayrollintegrations,plancontributions,distributions,andcorrections. Actasaliaisonbetweenplansponsorsandvariousinternalgroups. Responsibleforclientcommunicationthroughincominglines(phone,email,andchat). Performotherjob-relateddutiesandspecialprojectsasrequired. Whatyoubringtotherole 3-5yearsofexperienceincustomerfacingroleinasimilarindustry,retirementserviceexperiencepreferredbutnotrequired Haveapassionforsolvingproblemsandhelpingpeople Strongabilitytotroubleshootwithameticulouseyefordetail Communicatewithconfidence,professionalismandempathy Remaincomposedinhigh-stresssituationsandconveyempathyforourcustomersandtheirsituation Abilitytoworkautonomouslyandtakeinitiativetoproactivelyservicecustomersandresolveanyissues A"changeisgood"mindsetallowingyoutoquicklyadaptwithinafast-growingstartupenvironment

BonusPoints:

ExperiencewithFTWilliamand/orASCsoftwaresystems Demonstratedabilitytoremainhighlyproductiveandorganizedinanelevated-noise,open-officeenvironment Whereyouwillwork OurofficeinLindon,Utah Inouroffice,4daysperweek,Monday-Thursday.

FlexibilitytoworkremotelyonFriday. WhyyouwillloveworkingatHumanInterest HumanInterestistacklingoneofourcountry'sbiggestchallenges-closingtheretirementgap.

You'llbeinstrumentalinarchitectingandscalingsolutionsthatbringfinancialsecuritytoemployeesatsmallandmedium-sizedbusinessesnationwide.

We'vemadesignificantprogress,butthereisstillgrowthahead,offeringyouauniqueopportunitytosolvecomplexproblems,driveinnovation,andadvanceyourcareeralongsideadedicated,mission-driventeam.

Wevaluehardworkandrecognizethatourteam'scontributionsarekeytoourcontinuedsuccess. JoinHumanInterestandmakealastingimpactbyshapingthefutureofretirement. Ouroperatingprinciplesdefinehowweworktogetherasateam.

TheyreflectHumanInterest'suniqueviewonwhat'simportantandwhat'sright.

Documentingthiscoreaspectofourculturehelpsemployeesmakegooddecisionsontheirown.

ItalsohelpscandidatesconsideringcareeropportunitiescriticallyevaluatewhethertheywillthriveatHumanInterest.

Customerobsession:

We'reallaboutcreatingamazingexperiencesforourcustomers.

Weputtheirneedsfirstandgotheextramiletomakethemsmile.

Long-TermOrientation:

We'renotjustplayingfortoday;we'rebuildingalegacy.

Wethinkbig,planstrategically,andinvestinourfuture.

AutonomousandAccountableTeams:

Wetrustourteammemberstotakeownershipandmakesmartdecisions.

Weempoweryoutobeyourbestself!

AnEscalatingBarforTalentandPerformance:

We'reconstantlyraisingthebarandchallengingourselvestobebetter.

Webelieveingrowthandcontinuousimprovement.

FundamentalOptimism:

Weseetheglassashalffull(andthenwefillitupwithmoreamazingideas!).Webelieveinthepowerofpositivityandthepotentialforgreatness. Compensation-AtHumanInterest,thereareanumberoffactorsthatareusedtodeterminetheappropriatepayrangeforeachposition.

WetakeintoaccountthecostoflaborforeachpositioninvariousmarketsacrosstheUS.Thebasesalaryforthispositionspans$58,000-$65,000andrepresentstheminimuminourlowestgeographicregiontoamaximuminourhighestgeographicregion.

ThesalarythatweoffertoanewemployeewithinthisrangeisbasedontheirlocationwithintheUS,theirrelevantjob-relatedskills,andexperience.

AtHumanInterest,basesalaryisonecomponentoftheoverallTotalRewardspackage.

Allofouremployeesareofferedarobustsuiteofphysical,financialandmentalwellnessbenefits. Benefits- Agreat401(k)plan:

Ourown!

Our401(k)includesadollar-for-dollaremployermatchupto4%ofcompensation(immediatelyvested)and$0planfees Top-of-the-linehealthplans,aswellasdentalandvisioninsurance Competitivetimeoffandparentalleave

AdditionWealth:

Unlimitedaccesstodigitaltools,financialprofessionals,andaknowledgecentertohelpyouunderstandyourequityandsupportyourfinancialwellness

Lyra:

EnhancedMentalHealthSupportforEmployeesanddependents

Carrot:

Fertilityhealthcareandfamilyformingbenefits

Candidly:

Studentloanresourcetohelpyouandyourfamilyplan,borrow,andrepaystudentdebt Monthlywork-from-homestipend;quarterlylifestylestipend Engagingteam-buildingexperiences,rangingfromvirtualsocialeventstoteamoffsites,promotingcollaborationandcamaraderie. We'reagreatplacetowork(butdon'ttakeourwordforit)

Here'salistofourawardsandaccolades:

CertifiedasaGreatPlaceToWork®(2023-2025) FortuneBestPlacetoWorkintheBayArea(2024) BestPlacestoWorkbyBuiltIn(2023-2024) America'sBestStartupEmployersbyForbes(2020-2022,2024) ATopCompanybyYCombinator(2020-2023) Inc.

FastestGrowingCompanies(2021)