Client Relationship Manager I

United States, Remotefull timeRemote

Apply on Employer Site

mid

$70k–$75k

H1B: no

Humaninterest Client Relationship Manager at Human Interest responsible for managing assigned retirement plan accounts and ensuring customer satisfaction. Acts as the primary contact for plan sponsors and coordinates cross-functional support.

Responsibilities

As a Client Relationship Manager you’ll have the opportunity to define our customer’s experience by being an expert source of knowledge to your assigned accounts. You’ll work closely with our implementation, sales, and support teams to help ensure that questions and issues are resolved in a timely manner and plans are optimized to meet customer goals. You’ll own customer happiness by marrying effective responsiveness with thoughtful proactive touch-points to anticipate customer needs before they ask.
What you get to do every day
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)