Client Relationship Manager
Posted on 3/23/2023
Human Interest

501-1,000 employees

Employee retirement services
Company Overview
Human Interest is making a more equitable financial future for generations to come by helping small and medium-sized businesses offer affordable, accessible 401(k) plans to their employees.
Springville, UT, USA
Experience Level
Desired Skills
Customer Service
Customer Success & Support
  • 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
  • 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
  • Utah County, Utah (office in Lindon area)
  • Hybrid, in office 3 days per week
Desired Qualifications
  • Points: Experience with FT William and/or ASC software systems