Current jobs related to Client Services Manager - Naperville - Planpilot LLC

  • Client Manager

    1 month ago

    Naperville, Illinois, United States MedPro Disposal Full time

    Job Title: Client ManagerWe are seeking a highly ambitious, energetic, and customer-focused Client Manager to join our team at MedPro Disposal. As a Client Manager, you will play a key role in supporting our growing customer base and driving value and satisfaction for our clients.Job Summary:The Client Manager will be responsible for managing client...

  • Client Manager

    2 days ago

    Naperville, United States MedPro Disposal Full time

    Company Overview: MedPro Disposal is a leading provider of healthcare compliance solutions tailored to meet the needs of medical waste generators nationwide. We specialize in ensuring our clients adhere to stringent regulatory standards while streamlining their waste management processes, ultimately promoting a safer and more sustainable healthcare...

  • Client Manager

    6 hours ago

    Naperville, United States MedPro Disposal Full time

    Company Overview: MedPro Disposal is a leading provider of healthcare compliance solutions tailored to meet the needs of medical waste generators nationwide. We specialize in ensuring our clients adhere to stringent regulatory standards while streamlining their waste management processes, ultimately promoting a safer and more sustainable healthcare...

  • Client Service Coordinator

    2 weeks ago

    Naperville, United States Banfield Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • Client Manager

    2 months ago

    Naperville, United States MedPro Disposal Full time

    Company Overview: MedPro Disposal is a leading provider of healthcare compliance solutions tailored to meet the needs of medical waste generators nationwide. We specialize in ensuring our clients adhere to stringent regulatory standards while streamlining their waste management processes, ultimately promoting a safer and more sustainable healthcare...

  • Client Manager

    1 month ago

    Naperville, United States MP1 Solution Full time

    Company Overview: MP1 Solution is a leading provider of healthcare compliance solutions tailored to meet the needs of medical waste generators nationwide. We specialize in ensuring our clients adhere to stringent regulatory standards while streamlining their waste management processes, ultimately promoting a safer and more sustainable healthcare environment....

  • Client Manager

    2 months ago

    Naperville, United States MedPro Disposal Full time

    Company Overview: MedPro Disposal is a leading provider of healthcare compliance solutions tailored to meet the needs of medical waste generators nationwide. We specialize in ensuring our clients adhere to stringent regulatory standards while streamlining their waste management processes, ultimately promoting a safer and more sustainable healthcare...

  • Client Relationship Manager

    3 weeks ago

    Naperville, Illinois, United States Eurofins EPK Built Environment Testing, LLC Full time

    Job Title: Client Relationship ExecutiveEurofins EPK Built Environmental Testing, LLC is seeking a highly skilled Client Relationship Executive to join our Naperville, IL team.Job Summary:The Client Relationship Executive is responsible for facilitating day-to-day communication between our clients and our laboratories, ensuring exceptional client experience,...

  • Technical Program Manager

    4 weeks ago

    Naperville, United States Request Technology, LLC Full time

    NO SPONSORSHIPTECHNICAL PROGRAM MANAGERSALARY: $85K - $100K BASE FLEX, 30% INCENTIVE ($120K - $140K PACKAGE)LOCATION: NAPERVILLE, IL4 DAYS IN OFFICE, MOSTLY DAT TRAVEL AND SOME OVERNIGHT, MUST BE FLEXIBLE,Looking for a candidate that has been technical at one time earlier in their career and is now mostly doing program management and client facing engagement...

  • Service Desk Engineer

    3 weeks ago

    Naperville, Illinois, United States WEBIT Services Full time

    Job SummaryWe are seeking a highly skilled and experienced Service Desk Engineer to join our team at WEBIT Services. As a key member of our IT support team, you will be responsible for providing advanced technical support to our clients, resolving complex technical issues, and collaborating with other IT professionals to ensure the delivery of superior IT...

  • Project Manager

    3 days ago

    Naperville, Illinois, United States Enercon Services Full time

    About the Role:Enercon Services, Inc. is seeking a highly skilled Project Engineer to join our Nuclear Services Group. As a Project Engineer, you will play a key role in developing winning engineering proposals, executing projects within budget and schedule constraints, and maintaining robust client relationships.Key Responsibilities:Provide...

  • Tier 1 Field Services Engineer

    4 weeks ago

    Naperville, Illinois, United States WEBIT Services Full time

    Job Title: Tier 1 Field Services EngineerWEBIT Services, an employee-owned Managed Services Provider (MSP) based in Chicago, is seeking a skilled and dedicated Tier 1 Field Services Engineer to join our team.Job SummaryThe Tier 1 Field Services Engineer will be responsible for delivering exceptional on-site and remote technical support to our clients. This...

  • Tier 3 Field Services Engineer

    1 week ago

    Naperville, Illinois, United States WEBIT Services Full time

    Job DescriptionWEBIT Services is seeking a highly skilled Tier 3 Field Services Engineer to provide advanced technical support and onsite expertise to ensure the seamless operation of client infrastructure.This role involves delivering expert-level IT support, overseeing the configuration, deployment, and maintenance of IT systems for our clients. As a...

  • Tier 1 Field Services Engineer

    2 weeks ago

    Naperville, Illinois, United States WEBIT Services Full time

    Job Title: Tier 1 Field Services EngineerAt WEBIT Services, we are seeking a skilled and dedicated Tier 1 Field Services Engineer to join our team. As a member of our employee-owner community, you will play a critical role in delivering exceptional on-site and remote technical support to our clients.Responsibilities:Deliver Tier 1 support by diagnosing and...

  • Technical Product Manager

    4 days ago

    naperville, United States Request Technology, LLC Full time

    NO SPONSORSHIPTECHNICAL PRODUCT MANAGER - Client Delivery Data ProjectsSALARY: $85K - $100K BASE FLEX, 30% INCENTIVE ($120K - $140K PACKAGE)LOCATION: NAPERVILLE, IL4 DAYS IN OFFICE, MOSTLY DAY TRAVEL AND SOME OVERNIGHT, MUST BE FLEXIBLELooking for a candidate that was technical at one time earlier in their career now mostly program management and client...

  • Technical Product Manager

    7 days ago

    naperville, United States Request Technology, LLC Full time

    NO SPONSORSHIPTECHNICAL PRODUCT MANAGER - Client Delivery Data ProjectsSALARY: $85K - $100K BASE FLEX, 30% INCENTIVE ($120K - $140K PACKAGE)LOCATION: NAPERVILLE, IL4 DAYS IN OFFICE, MOSTLY DAY TRAVEL AND SOME OVERNIGHT, MUST BE FLEXIBLELooking for a candidate that was technical at one time earlier in their career now mostly program management and client...

  • Technical Product Manager

    1 week ago

    Naperville, United States Request Technology, LLC Full time

    NO SPONSORSHIPTECHNICAL PRODUCT MANAGER - Client Delivery Data ProjectsSALARY: $85K - $100K BASE FLEX, 30% INCENTIVE ($120K - $140K PACKAGE)LOCATION: NAPERVILLE, IL4 DAYS IN OFFICE, MOSTLY DAY TRAVEL AND SOME OVERNIGHT, MUST BE FLEXIBLELooking for a candidate that was technical at one time earlier in their career now mostly program management and client...

  • Financial Services Manager

    4 weeks ago

    Naperville, Illinois, United States Gerald Auto Group Full time

    Job OpportunityGerald Auto Group is seeking a highly skilled and experienced F&I Manager to join our team. As a key member of our sales team, you will be responsible for selling financial products and services to clients, working with financial lenders to provide fair interest rates, and upholding strict legal and ethical standards.Key...

  • Financial Services Manager

    4 days ago

    Naperville, Illinois, United States Gerald Auto Group Full time

    Job Title: Financial Services ManagerJob Summary: We are seeking a highly skilled Financial Services Manager to join our team at Gerald Auto Group. As a key member of our finance department, you will be responsible for selling financial products and services to clients, working with financial lenders to provide fair interest rates, and upholding strict legal...

  • Financial Services Manager

    1 week ago

    Naperville, Illinois, United States Gerald Auto Group Full time

    Job OverviewGerald Auto Group is seeking a highly skilled and experienced F&I Manager to join our team. The ideal candidate will be responsible for selling financial products and services to clients, working with financial lenders to secure fair interest rates, and upholding strict legal and ethical standards.Key Responsibilities:Contract and manage all new...

Client Services Manager

2 months ago

Naperville, United States Planpilot LLC Full time
Job DescriptionJob DescriptionFirm OverviewPlanPILOT is a retirement plan consulting firm providing services to corporations, non-profits, and higher education institutions. Our fast-growing, Chicago-based firm was founded in 2011 and has quickly developed into an industry-leading company within our niche. Our expanding, but cohesive, team consists of individuals with a very entrepreneurial and proactive mindset - many of whom have worked for larger organizations and now appreciate the freedom of working for a smaller, growing company. At PlanPILOT, decisions are made efficiently, and contributions are meaningful at all levels of the organization; we celebrate our successes together and pitch in to ensure our clients benefit from our team's best thinking.

Role DescriptionThe role of the Client Services Manager (CSM) is to support the day-to-day needs of PlanPILOT’s clients in the context of our services. The CSM will work closely with the firm’s senior consultants to ensure client deliverables are executed in a timely manner and to the highest standard of quality. The CSM is expected to gain an understanding of the intricacies of our client base and work efficiently on a wide range of client projects. To successfully carry out the role, the CSM is also expected to build and maintain an understanding of the retirement planning industry and PlanPILOT’s processes.

What You’ll Do:Support our retirement plan consultants and clients

  • Directly support a dedicated book of clients
  • Onboard new client relationships
  • Lead benchmarking exercises for clients (e.g., service provider RFPs)
  • Train new clients on fiduciary responsibilities and best practices
  • Assist clients in fulfilling compliance requirements
  • Track and facilitate governance documentation for clients
  • Provide day-to-day support to consultants for client requests
Support the PlanPILOT Team

  • Implement SOPs at firm and team level
  • Research and develop quarterly fiduciary training topics for clients
  • Maintain knowledge on important legislation affecting clients
  • Identify opportunities for internal process improvement
  • Track trends and insights within client base
  • Ensure client databases are appropriately updated and maintained
  • Provide future project management and mentorship support for other Client Service members
This is not an exhaustive list of job responsibilities or duties.


Required Qualifications:Bachelor's degree5+ years of experience in client services Energy, enthusiasm and flexibility to take on whatever is needed to support the firmMust be comfortable being client-facing; preferably with experience presenting to clientsHigh level of professionalism in interactions with clients and consultantsHighly motivated individual with ability to work autonomously and as a part of a teamStrong attention to detail and ability to navigate several assignments simultaneouslyExcellent communication skills, both written and verbal Demonstrated success in client relationship management and retentionForward thinking mindset with the ability to identify ideas to build out efficiencies within the firmStrong data analysis skills
Preferred Qualifications:Direct experience with or knowledge of defined contribution plansAbove average proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)Experience working with a CRMLeadership, mentorship or management skills or experienceGeneral understanding of investments and investment productsDemonstrated knowledge of retirement plan landscape including fiduciary topics, recordkeepers and general retirement plan trends
What to know about PlanPILOT:We believe in the flexibility of a hybrid work model. Monday and Friday are remote workdays with a corresponding expectation to be in our office Tuesday, Wednesday and Thursday.Our office is downtown Chicago; a short walk from both Union and Ogilvie transportation centers, and the Quincy CTA stop

Some of our benefits include:401(k) with company matchComprehensive health benefits
Venture Public Transit Program benefits