Client Relationship Manager

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 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 Benefits Short/Long-term disability and life insurance Generous parental leave policy Comprehensive training and professional development via Beacon U plus an annual education stipend Monthly work from home stipend Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year Annual wellness stipend An annual membership to One Medical Group, with membership fees paid by Human Interest HSA or FSA offering with an annual employer contribution Generous FTO (exempt) and PTO (non-exempt) policies Stock options for every employee Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest A great 401(k) plan: our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation Communicate with confidence, professionalism and empathyRemain composed in high-stress situations and convey empathy for our customers and their situationA “change is good” mindset allowing you to quickly adapt within a fast-growing startup environmentBonus Points: Experience with FT William and/or ASC software systems3-5+ years of experience in A-Z plan administrationStrong ability to troubleshoot with a meticulous eye for detailAbility to work autonomously and take initiative to proactively service customers and resolve any issuesHave a passion for solving problems and helping people #J-18808-Ljbffr Human Interest