Client Account Manager
Human Interest(1 month ago)
About this role
A Client Account Manager at Human Interest plays a critical role in ensuring clients’ retirement plan needs are met and customer expectations are consistently achieved. The role partners with internal stakeholders to support smooth service delivery and enhance customer satisfaction through strong relationship management. This position helps advance Human Interest’s mission to expand access to retirement benefits for employees at small and medium-sized businesses.
Required Skills
- Account Management
- Client Communication
- Relationship Building
- Retirement Compliance
- Compliance Testing
- Plan Onboarding
- Payroll Integration
- Form 5500
- Plan Design
- Troubleshooting
+8 more
About Human Interest
humaninterest.comHuman Interest is an affordable, full‑service 401(k) and 403(b) provider that helps small and medium‑sized businesses offer workplace retirement plans. It combines a user‑friendly online platform with plan administration, compliance support, and investment advisory services (provided through its registered‑advisor subsidiary, Human Interest Advisors LLC). The company focuses on lowering costs and administrative burden so employers can more easily help employees save for retirement, offering tools for contributions, investments, and reporting.
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