Website Human Interest

The best small business 401k

Human Interest is hiring an additional Account Specialist (Customer Support), who will be on the front lines helping people make the most of their 401(k) savings and get on the right path to a secure financial future. Process-driven and people-focused – you may be early in your career, but you are organized, friendly, flexible, and determined to make an impact at an early-stage startup. You are also self-starter and enjoy learning new programs, systems and tools.

As an Account Specialist, you’ll build relationships with our customers, handle inbound customer inquiries and troubleshoot issues related to our customers’ 401(k) retirement accounts. Our customers are at the core of our business, and our Account Specialists are crucial in giving our customers the best experience possible.

This is a full-time role with competitive salary and benefits, based in our downtown San Francisco office.

Responsibilities:
Manage a high volume of inbound client inquiries, over the phone and through email
Work cross-functionally with internal and external partners to solve client issues
Identify common issues and trends, driving process improvements to solve them permanently

Requirements:
-1+ years of experience in a client facing role – i.e. customer support or account management
-Passionate about serving clients
-Bachelor’s degree or equivalent
-Strong organizational skills; you are able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
-Communicate with confidence, professionalism and empathy over the phone and through email
-Remain composed in high-stress situations and convey empathy for our customers and their situation
-Meticulous attention to detail – rarely making typos and noticing discrepancies

Preferred:
-Financial services credentials or licensing (CFP, CRPC, or equivalent)
-Prior startup experience
-Salesforce
-Multilingual

To apply for this job please visit boards.greenhouse.io.