Account Support Specialist

ABOUT HUMAN INTEREST

Human Interest is a Y Combinator-backed company that offers an easy and affordable 401(k) retirement plan for the modern workforce. Current 401(k) solutions for small businesses are built on legacy software, involve physical paper forms, and are sold with kickbacks to financial advisors whose interests are misaligned with the financial well-being of their clients.  We've built an automated, paperless 401(k) that makes it possible for small businesses to offer a 401(k) benefit to their employees 

We're a Series A company disrupting a massive but broken industry through empowering businesses of any size to safeguard the financial futures of their employees -- something that only 14% are able to do today. We’re proud to be working with over a thousand businesses across the entire country!

DESCRIPTION

Human Interest is hiring an additional Customer Support Representative, 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 Customer Support Representative, 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 Support team is 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.

What you get to do everyday

  • 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

What you bring to the role

  • 1+ years of experience in a client facing role - i.e. customer support or account management
  • 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

Preferred:

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

Why Work With Us?

Our Team

  • We have a world-class team from diverse backgrounds, each with a track record of success. We come to work every day knowing we're working on an important problem: helping people save for retirement at a critical time when pensions are going extinct and Social Security isn't enough.

Our Mission

  • We believe that all individuals deserve the opportunity for a secure financial future. We want idealistic and talented people to join our team of doers and builders.
  • You'll be given autonomy and many responsibilities, all while working with a fun and passionate team of entrepreneurs. Above all, you'll help us solve the #1 financial concern for Americans: not having enough money for retirement.

Human Interest acknowledges the fundamental value and dignity of all people. We've pledged ourselves to developing and maintaining an environment that respects diverse traditions, ideas, heritages, and experiences. We're committed to honoring our differences by accepting nothing less than equitable treatment of all applicants and employees.

Diversity and inclusion help us do better as a business, and 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, or any other characteristics protected under federal, state, or local laws.

Our Benefits

As an employee benefits company, benefits are very important to us, and Human Interest's philosophy is to be generous when it comes to employees' wellness. Here's what we currently offer:

  • A great 401(k) plan: our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation.
  • Top-of-the-line health insurance plans, as well as dental and vision insurance, with premiums fully paid for by the company.
  • An annual membership to One Medical Group, with membership fees paid by Human Interest.
  • Commuter benefits (use pre-tax money to pay for public transportation, with the company contributing $30/mo)
  • FSA with an employer contribution of $500 per year.
  • Dollar-for-dollar match of employee donations to non-profit 501(c)(3) organizations, up to $500 per year.
  • Healthy snacks and drinks available at our office.
  • Parental leave policy
    • Primary caregivers: 16 weeks PTO
    • Secondary caregivers: 8 weeks PTO
    • Time off can be taken any time within the first 12 months of the child's birth

Our Perks

  • Office just a short walk away from Montgomery BART and MUNI
  • Conference room with video games and couches!
  • Regular team offsites retreats and fun events
  • Well-stocked snack kitchen
  • The highest quality coffee and teas

We have a very particular philosophy when it comes to perks. We believe employer funds are best spent on making our team bond and be more productive, while also investing in the long-term physical, financial, and emotional well-being of our employees.

 

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