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Senior Client Services Associate

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 Senior Client Services Associate is to support the day-to-day needs of PlanPILOT’s clients in the context of our services. The Associate will work closely with the firm’s Client Services Manager (CSM) to ensure client deliverables are executed in a timely manner and to the highest standard of quality. The Senior Client Services Associate is expected to gain an understanding of the intricacies of our client base and work efficiently within the Client Services team. To successfully carry out the role, the Senior Client Services Associate 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
  • Support benchmarking exercises for clients (e.g., service provider RFPs)
  • 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 Client Services Manager

  • Maintain knowledge on important legislation affecting clients
  • Identify opportunities for internal process improvement
  • 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:Associate's or Bachelor's degree3+ 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 CRMGeneral 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