Full-Time

Client Account Manager

Posted on 1/22/2025

Human Interest

Human Interest

501-1,000 employees

Simplifies retirement savings plans for businesses

Fintech
Financial Services

Compensation Overview

$58k - $65kAnnually

+ Bonus + Commission + Equity

Mid, Senior

Orem, UT, USA

Hybrid, in office 3 days per week.

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service

You match the following Human Interest's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 3-5 years of experience in customer facing role in a similar industry, retirement service experience preferred but not required
  • 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
Responsibilities
  • Manage client accounts assigned to you by acting as the primary point of contact and consultant for our plans sponsors on the development of strategies and solutions for their retirement plans.
  • Understanding customer expectations in order to help manage their plan and reduce the administrative burden.
  • Independently anticipate, recognize, and research sophisticated and financially significant retirement plan matters.
  • Promote customer satisfaction through effective and timely service delivery, including fielding client questions on unique issues and providing prompt and detailed responses.
  • Demonstrate a full understanding of the plan sponsor and their plan, the administration of the plan, the client's sensitivities, needs, and objectives.
  • Respond independently and with appropriate team members to client needs related to core aspects of retirement plan and financial management, including retirement plan amendments, compliance with IRS and DOL regulations, plan design, Form 5500 filings, compliance testing, and payroll integrations.
  • Assist with compliance testing.
  • Provide plan onboarding and other management services by reviewing, investigating, analyzing and recommending resolutions to complex service inquiries including payroll integrations, plan contributions, distributions, and corrections.
  • Act as a liaison between plan sponsors and various internal groups.
  • Responsible for client communication through incoming lines (phone, email, and chat).
  • Perform other job-related duties and special projects as required.
Desired Qualifications
  • Experience with FT William and/or ASC software systems

Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.

Company Size

501-1,000

Company Stage

Late Stage VC

Total Funding

$561.2M

Headquarters

San Francisco, California

Founded

2015

Simplify Jobs

Simplify's Take

What believers are saying

  • The SECURE 2.0 Act could expand Human Interest's customer base among small businesses.
  • Partnership with BlackRock enhances credibility and provides resources for market expansion.
  • Increased demand for digital financial services boosts Human Interest's technology-driven approach.

What critics are saying

  • Increased competition from established financial institutions may pressure market share.
  • Rapid expansion into Utah could strain resources and operational capacity.
  • Reliance on technology makes Human Interest vulnerable to technological failures or disruptions.

What makes Human Interest unique

  • Human Interest offers a unique 3% cash back on employee 401(k) contributions.
  • The company provides end-to-end administration, including compliance and IRS paperwork handling.
  • Human Interest charges clear, affordable pricing with zero transaction fees for businesses.

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Benefits

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 PTO policy

HSA or FSA offering with an annual employer contribution

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

Annual wellness stipend

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

-2%

2 year growth

2%
Bloomberg
Jul 17th, 2024
Retirement Tech Startup Human Interest Notches $1.33 Billion Valuation

Human Interest helps small companies set up 401(k) services.

SiliconANGLE
Jul 17th, 2024
Human Interest raises $267M, valued at $1.33B

Human Interest Inc., a retirement startup, raised $267 million in new financing, valuing the company at $1.33 billion. The funding round included debt and equity, led by Baillie Gifford and Marshall Wace. The San Francisco-based company helps small and medium-sized businesses offer 401(k) plans and other retirement accounts, supporting over one million workers at more than 25,000 businesses.

GlobeNewswire
May 9th, 2024
Human Interest Advisors Appoints Retirement and Investment Industry Experts to Board

"In January 2024, Human Interest Advisors was recognized by Investor.com as a Best Financial Advisor Firm for Everyday Americans 2024 with a 5-star rating.

Dork
Sep 26th, 2023
Human Interest have announced a new EP, 'Empathy Lives In Outer Space'

Human Interest have announced a new EP, 'Empathy Lives In Outer Space'.

Utah Business
Sep 19th, 2023
Human Interest opens Utah office, plans to add over 300 jobs

Human Interest opens Utah office, plans to add over 300 jobs.

TechBuzz
May 18th, 2023
Human Interest Expands into Utah

As part of the agreement, Human Interest plans to add 306 new, high-paying jobs and invest $3 million in Utah during the next five years, amounting to over $74 million in gross wages or $2.85 million in expected state tax revenue.

TechBuzz
May 18th, 2023
Human Interest Expands into Utah

Human Interest has been named a Top Company by Y Combinator for four years in a row and recently announced that it is Great Place To Work -certified.

Financial IT
May 15th, 2023
Human Interest Recognized as Top Rated 401(k) Provider by G2 and TrustRadius; Also Wins Stevie Award for Achievement in Customer Satisfaction | Financial IT

Human Interest, a fast-growing fintech and 401(k) software provider, has been recognized as a Top Rated 401(k) provider by G2 and TrustRadius, in addition to winning a Silver Stevie ® Award for Achievement in Customer Satisfaction.

HCM Technology Report
Jan 30th, 2023
Roundup: SilkRoad Technology Adds Survey Capabilities

Apex HCM announced an integration with Human Interest, a 401(k) provider.

BenefitsPRO
Jan 20th, 2023
BlackRock, Human Interest partner to expand retirement plan access for small businesses | BenefitsPRO

Specifically, BlackRock is making a minority investment in Human Interest and leading a financing round to support the next phase of the San Francisco-based company’s growth — which is now spurred by SECURE 2.0.

INACTIVE