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Client Account Manager

Act as the primary consultant for plan sponsors on retirement plan strategies and solutions.
Lindon, Utah, United States
Mid-Level
3 weeks ago
Human Interest

Human Interest

The 401(k) for small and medium-sized businesses.

Job is no longer active
2 Similar Jobs at Human Interest

✨ About The Role

- The Client Account Manager will serve as the primary point of contact for plan sponsors, managing their retirement plans and strategies. - Responsibilities include understanding customer expectations and reducing administrative burdens associated with retirement plans. - The role involves independently researching and addressing complex retirement plan matters, ensuring compliance with regulations. - The candidate will promote customer satisfaction through effective service delivery and timely responses to client inquiries. - The position requires acting as a liaison between plan sponsors and various internal teams to facilitate communication and service.

âš¡ Requirements

- The ideal candidate will have 3-5 years of experience in a customer-facing role, preferably in the retirement services industry. - A strong passion for problem-solving and helping clients is essential for success in this position. - The candidate should possess excellent communication skills, demonstrating confidence, professionalism, and empathy in interactions with clients. - The ability to remain composed in high-stress situations while addressing customer needs is crucial. - A proactive approach to service and the ability to work autonomously will be key traits for the successful candidate. - Adaptability to a fast-growing startup environment and a positive attitude towards change are important characteristics.
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Client Account Manager
Lindon, Utah, United States
Support
Job is no longer active
About Human Interest
The 401(k) for small and medium-sized businesses.