48 applicants

Company

Human Interest · 10 hours ago

Client Account Manager

Lindon, UT

Full-time

Remote

Mid Level

$55K/yr - $60K/yr

3+ years exp

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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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client Account ManagementRetirement Plan KnowledgeCompliance TestingFT William SoftwareASC Software

Required

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

Preferred

Experience with FT William and/or ASC software systems

Benefits

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees

Top-of-the-line health plans, as well as dental and vision insurance

Generous PTO and parental leave policies

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Monthly work-from-home stipend; quarterly lifestyle stipend

Employee Resource Groups including Veterans, Lift Ev'ry Voice, Pride, LatinX, Families, and Women in Tech

Fun online and regional events and celebrations and department and company offsites

The vast majority of our positions can be 100% remote