Human Interest · 5 hours ago
Client Account Manager
Lindon, UT
Full-time
Hybrid
Mid Level
$58K/yr - $65K/yr
3+ years expHuman Interest is a high-growth fintech company focused on providing accessible retirement benefits to employees of small and medium-sized businesses. The Client Account Manager will manage client accounts, resolve issues, and ensure customer satisfaction by cultivating strong relationships and understanding clients' needs.
Employee BenefitsFinanceFinTechRetirementWealth Management
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
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
Demonstrated ability to remain highly productive and organized in an elevated-noise, open-office 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
Competitive time off and parental leave
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Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend; quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
Company
Human Interest
Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.
501-1000 employees
H1B Sponsorship
Human Interest has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (5)
2022 (2)
2021 (2)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$914.6MKey Investors
Morgan Stanley Tactical ValueBlackRockThe Rise Fund
2025-10-31Series Unknown· $100M
2025-08-04Series E· $50M
2024-07-17Series E· $242M
Leadership Team
Jeff Schneble
CEO
Ayaskant Sahu
Senior Engineering Manager
Recent News
FundersClub
2025-12-30
2025-12-30
SV Angel
2025-11-28
Company data provided by crunchbase