Advocacy Recordkeeping Specialist

Employer: Human Interest

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

• Review gains and losses and calculate actuals
• Work closely with the RKO team to keep up on best practices allowing as many escalations as possible to be contained in the CAST team
• Provide information and expertise to internal teams that enable them to work through problems and respond to clients once resolved.
• Reduce customer impact and severity of issues by leveraging data to properly designate and assign work based on priority.
• Research tough escalations and help provide actionable solutions to the Client Advocacy and Success team (CAST)

What You Will Accomplish

• Rework the existing process for intake to accurately convey issues.
• Migration to Salesforce/Jira for customer escalations.
• Analyze trends to establish key issues and customer pain points.
• Ensure all issues are properly tracked and documented.

What you bring to the role 

• 2-5 years experience for 401k recordkeeping
• Clear understanding of the 401k Industry 
• Ability to troubleshoot and problem solve
• A can do attitude with strong people skills
• Self motivated individual with a passion for first in class customer service

      Nice to have:

• Bachelors degree 

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

APPLY HERE