Client Account Manager Lindon, Utah

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium‑sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high‑growth fintech company changing the retirement industry, backed by investors such as Marshall Wace, Baillie Gifford, Black Rock, TPG (The Rise Fund), Soft Bank, Glynn Capital, New View Capital, USVP, Wing, Uncork and more.

As a Client Account Manager you will play a critical role in consistently meeting customer expectations. You’ll work closely with key internal stakeholders to help ensure that questions and issues are resolved in a timely manner and plans are designed to meet customer goals. You will drive excellent customer satisfaction by cultivating strong relationships, identifying opportunities for growth, and understanding your clients’ needs.

• Manage client accounts assigned to you, acting as the primary point of contact and consultant for our plan sponsors on strategy development and solutions.
• Understand customer expectations to help manage their plans and reduce the administrative burden.
• Independently anticipate, recognize, and research sophisticated retirement‑plan matters.
• Promote customer satisfaction through effective and timely service delivery, fielding client questions and providing prompt responses.
• Demonstrate full understanding of the plan sponsor’s plan, administration, client sensitivities, needs, and objectives.
• Respond individually and with appropriate team members to client needs related to core aspects of retirement plan and financial management (plan amendments, IRS/CAR compliance, plan design, Form 5500 filings, compliance testing, payroll integrations).
• Assist with compliance testing.
• Provide plan onboarding and other management services by reviewing, investigating, analyzing, and recommending resolutions to complex inquiries (payroll, contributions, distributions, corrections).
• Act as liaison between plan sponsors and internal groups.
• Communicate with clients through phone, email, and chat.
• Perform other job‑related duties and special projects as required.

• 3–5 years of customer‑facing experience in a similar industry; retirement service experience preferred but not required.
• A passion for solving problems and helping people.
• Strong troubleshooting skills with meticulous attention to detail.
• Professional, confident, and empathetic communication.
• Ability to remain composed under high‑stress situations and convey empathy.
• Autonomous work style and initiative to proactively service customers.
• “Change is good” mindset to adapt quickly in a fast‑growing startup.
• Bonus:
  Experience with FT William and/or ASC software systems.
• Demonstrated productivity and organization in a noise‑intense, open‑office environment.

• Our office in Lindon, Utah.
• In‑office Monday‑Thursday; remote Friday.

Human Interest tackles a national challenge – closing the retirement gap. You will help architect and scale solutions that bring financial security to employees nationwide. This role offers opportunity to solve complex problems, drive innovation, and advance your career beside a dedicated, mission‑driven team.

• Customer obsession
  :
  Creating amazing experiences for our customers.
• Long‑Term Orientation
  :
  Building a legacy with strategic, future‑focused thinking.
• Autonomous and Accountable Teams
  :
  Empowering ownership and smart decision‑making.
• An Escalating Bar for Talent and Performance
  :
  Raising standards continuously.
• Fundamental Optimism
  :
  Positive outlook and continuous improvement.

Base salary ranges from $58,000 to $65,000, adjusted by location and experience. At Human Interest, base salary is part of a Total Rewards package that includes robust physical, financial, and mental…