Client Services Director

6 days ago


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

We believe in empowering our team members to drive success and innovation. As a Client Services Team Manager at PlanPILOT LLC, you will have the opportunity to make a meaningful impact on our clients' retirement plans and lead our team towards excellence.

The ideal candidate will have 5+ years of experience in client services within the financial services industry and possess leadership, mentorship or management skills or experience. A Bachelor's degree is also required.

Responsibilities:
• Directly support a dedicated book of clients
• Research and develop quarterly fiduciary training topics for clients
• Maintain knowledge on important legislation affecting clients
• Track trends and insights within client base
• Implement SOPs at the firm and team level and identify opportunities for internal process improvement
• Provide project management and mentorship support for other Client Service team members
• Foster the development of the Client Services Team as a whole

Estimated Salary: $90,000 - $140,000 per year.

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