Retirement Support Specialist

Human Interest

Remote
  • Job Type: Full-Time
  • Function: Technical/Customer Support
  • Post Date: 12/15/2020
  • Website: humaninterest.com
  • Company Address: 300 Montgomery Street Suite 350, San Francisco, CA, 94104

About Human Interest

Human Interest helps small businesses set up 401(k)s for their employees.

Job Description

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

Social security, our nation’s retirement safety net, is projected to be insolvent as soon as 2035, making employer-sponsored 401(k) plans the primary retirement savings vehicle in the U.S. Nearly half of all working Americans are not saving enough for their future 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.

Our values are the guiding principles we use to build solutions for plan administrators and participants. They reflect our point of view on what’s important and what’s right:
In it for customers, autonomous & accountable, outcomes driven, inclusive collaboration, and decisive.


What you get to do every day:

  • 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
  • Service a geographically diverse client base
  • Work in a fast-paced startup environment

What you bring to the role:

  • 1+ years of experience in a client facing role - i.e. customer support or account management
  • Prior 401(k) industry experience strongly preferred
  • Passionate about serving clients
  • 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
  • Bachelor’s degree or equivalent experience
  • Ability to work east coast OR west coast hours
  • Bilingual is a plus (Spanish or Mandarin)

Please feel free to apply to this position even if you do not meet 100% of the requirements listed above.

About Human Interest:
We are a high-growth, Series C-funded company on a mission to change the retirement industry. We’re building a best-in-class product to make it possible for smaller businesses to give their employees a path to financial independence. Namedone of America’s Best Startups by Forbes and one of the Best Places to Work by the San Francisco Business Times, we’re continuing to grow and looking for incredible talent that can help us achieve our mission: ensuring that people in all lines of work have access to retirement benefits.

Inclusive collaboration makes us a better business
We deliberately build processes to create a workplace where all are welcome and accepted. We're proactive and purposeful in prioritizing diversity and inclusion internally not only because it's the right thing to do, but also because we believe it's the only way to effectively create products and services that can be truly helpful to all people.

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy or any other characteristics protected under federal, state, or local laws.

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services and recruiting agencies.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.