Client Relationship Manager, Retirement Plans

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Client Relationship Manager, Retirement Plans

Empleado de tiempo completo

Habilidades y experiencia requeridas

+3 años de experiencia
Administration management
Debe tener interés aunque no experiencia
Problem solving
Customer Relationship Management
Customer service

Nombre(s) de la(s) empresa(s)


Zona horaria


USD$43,000 to 108,000 /año
(Estimado por Torre La compensación mostrada no ha sido verificada por la organización. Es un estimado de Torre basado en los requerimientos de la publicación. )


USD$43,000 - 108,000 /año
(Estimado por Torre La compensación mostrada no ha sido verificada por la organización. Es un estimado de Torre basado en los requerimientos de la publicación. )


• 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

Requerimientos adicionales (que no sean habilidades)

• 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 • Bonus Points: Experience with FT William and/or ASC software systems

Idioma(s) requeridos

Inglés - fully-fluent


• As an Account 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.

Acerca de la organización(es)

• Social security, our nation’s retirement safety net, is projected to be insolvent as soon as 2035, making employer-sponsored 401(k) plans the primary retirement savings vehicle in the U.S. Nearly half of all working Americans are not saving enough for their future because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium sized businesses to offer employees a path to financial independence through retirement savings. • Our values are the guiding principles we use to build solutions for plan administrators and participants. They reflect our point of view on what’s important and what’s right: • In it for customers, autonomous & accountable, outcomes driven, inclusive collaboration, and decisive.

Tipo de acuerdo


Publicado febrero 10, 2021 03:08 AM

Diana Vargas
Diana Vargas
Administradora de empresas
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