Job details

Client Account Manager

Human Interest, a high-growth tech company in the retirement industry, is seeking a Client Account Manager to ensure customer satisfaction and drive growth.

Skills

Problem-solving skills
Strong attention to detail
Excellent communication skills
Ability to work autonomously and proactively
Adaptability to fast-paced startup environment

Responsibilities

Act as the primary point of contact and consultant for plan sponsors
Manage client accounts to reduce administrative burden and meet customer goals
Independently anticipate and research complex retirement plan matters
Ensure effective and timely service delivery to promote customer satisfaction
Liaise between plan sponsors and internal groups for seamless communication

Education

No specific education requirement mentioned in the job description

Benefits

401(k) employer match up to 4%
Health, dental, and vision insurance
Generous PTO and parental leave policies
Financial wellness benefits
Mental health support, fertility healthcare, and student loan resources
Work-from-home and lifestyle stipends
Employee Resource Groups and fun events
Recognition as a top workplace by various organizations

To read the complete job description, please click on the ‘Apply’ button

COMPANY RATING

3.8

Diversity & Inclusion

4.0

CEO of Human Interest

Jeff Schneble

Approve of CEO

By Human Interest

We believe that everyone deserves access to a secure financial future. Human Interest offers the easiest and most affordable 401(k) retirement plan for the modern workforce. We empower all businesses, no matter their size, to safeguard the finan...

23 jobs

FUNDING

Series D

DEPARTMENTS

Account Management

SENIORITY LEVEL REQUIREMENT

Mid-Level

INDUSTRY

Investment & Asset Management

TEAM SIZE

501-1000

LOCATION