Client Services Manager

4 weeks ago


Chicago, Illinois, United States Planpilot LLC Full time
Job Summary

We are seeking a highly motivated and organized Client Services Manager to join our team at PlanPILOT. As a key member of our client services team, you will be responsible for supporting the day-to-day needs of our clients, working closely with our senior consultants to ensure timely and high-quality deliverables.

Key Responsibilities
  • Support our retirement plan consultants and clients by providing direct support, onboarding new client relationships, leading benchmarking exercises, and training clients on fiduciary responsibilities and best practices.
  • Assist clients in fulfilling compliance requirements, tracking and facilitating governance documentation, and providing day-to-day support to consultants for client requests.
  • Support the PlanPILOT team by implementing SOPs, researching and developing quarterly fiduciary training topics, maintaining knowledge on important legislation affecting clients, and identifying opportunities for internal process improvement.
Requirements
  • Bachelor's degree
  • 5+ years of experience in client services
  • Energy, enthusiasm, and flexibility to take on whatever is needed to support the firm
  • Must be comfortable being client-facing and have experience presenting to clients
  • High level of professionalism in interactions with clients and consultants
  • Strong attention to detail and ability to navigate several assignments simultaneously
  • Excellent communication skills, both written and verbal
  • Demonstrated success in client relationship management and retention
Preferred Qualifications
  • Direct experience with or knowledge of defined contribution plans
  • Above average proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
  • Experience working with a CRM
  • Leadership, mentorship, or management skills or experience
  • General understanding of investments and investment products
  • Demonstrated knowledge of retirement plan landscape including fiduciary topics, recordkeepers, and general retirement plan trends
About PlanPILOT

We believe in the flexibility of a hybrid work model, with Monday and Friday remote workdays and in-office workdays on Tuesday, Wednesday, and Thursday. Our office is located in downtown Chicago, within walking distance of Union and Ogilvie transportation centers, and the Quincy CTA stop.

We offer a comprehensive benefits package, including 401(k) with company match, comprehensive health benefits, and venture public transit program benefits.



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