Client Relationship Manager I

About this role

Manage relationships with assigned retirement-plan sponsor accounts, serving as their primary contact and helping resolve service issues. Support plan administration, compliance requirements, reporting, and deadlines while proactively identifying customer needs.

About the company

Human Interest is a technology-driven company that provides affordable and easy-to-manage 401(k) retirement plans for small and medium-sized businesses, helping them offer valuable retirement benefits to their employees.

What you'll do

• Serve as the primary contact for plan sponsors and an escalation point for plan participants
• Resolve customer questions and issues in a timely, accurate manner
• Explain plan features, requirements, and sponsor responsibilities
• Coordinate plan valuations, participant statements, trust accounting, annual testing, and reporting
• Support plan design and documents, IRS and DOL deadlines, Form 5500 filings, and audits
• Share customer feedback with marketing and product teams
• Maintain knowledge of ERISA legislation and regulatory changes

What we're looking for

• 3–5+ years of end-to-end retirement plan administration experience
• Strong problem-solving and attention to detail
• Clear, professional, empathetic communication
• Ability to work autonomously and proactively resolve customer issues
• Composure in high-stress situations
• Adaptability in a fast-growing startup environment

Nice to have

• Experience with FT William or ASC software

Benefits

• 401(k) with dollar-for-dollar employer match up to 4%, immediately vested, and no plan fees
• Health, dental, and vision insurance
• Paid time off and parental leave
• Monthly work-from-home stipend and quarterly lifestyle stipend
• Financial wellness, mental health, fertility, and student-loan support