Client Services Manager
2 weeks ago
We are a fast-growing retirement plan consulting firm providing services to corporations, non-profits, and higher education institutions. Our team consists of individuals with a very entrepreneurial and proactive mindset, who appreciate the freedom of working for a smaller, growing company.
Job DescriptionThe Client Services Manager will support the day-to-day needs of our clients in the context of our services. This role will work closely with our senior consultants to ensure client deliverables are executed in a timely manner and to the highest standard of quality.
Key Responsibilities:- Support our retirement plan consultants and clients
- Directly support a dedicated book of clients
- Onboard new client relationships
- Lead benchmarking exercises for clients
- 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
- 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; preferably with experience presenting to clients
- High level of professionalism in interactions with clients and consultants
- Highly motivated individual with ability to work autonomously and as a part of a team
- 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
- Forward thinking mindset with the ability to identify ideas to build out efficiencies within the firm
- Strong data analysis skills
- 401(k) with company match
- Comprehensive health benefits
- Venture Public Transit Program benefits
- Flexible work from home options available
-
Client Services Representative
2 weeks ago
Chicago, Illinois, United States Prairie Consulting Services Full timeJob Title: Client Services RepresentativeWe are seeking a highly skilled Client Services Representative to join our team at Prairie Consulting Services. As a Client Services Representative, you will be responsible for managing existing settlement and fail correspondence with clients, as well as assisting in the research and resolution of client and internal...
-
Client Service Manager
4 weeks ago
Chicago, Illinois, United States CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Service Manager to join our team at CIBC. As a Client Service Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and ensuring that their needs are met in a timely and professional manner.Key...
-
Client Service Manager
4 weeks ago
Chicago, Illinois, United States Willis Limited Full timeJob Title: Client ManagerWe are seeking a highly skilled Client Manager to join our team at Willis Limited. As a Client Manager, you will be responsible for managing client relationships and delivering exceptional service to our clients.Key Responsibilities:Manage client relationships and develop strategic plans to meet client needsDeliver exceptional...
-
Client Service Manager
3 weeks ago
Chicago, Illinois, United States Brown and Caldwell Full timeJob Title: Client Service ManagerWe are seeking a highly skilled Client Service Manager to join our team at Brown and Caldwell. As a key member of our organization, you will be responsible for managing and growing industrial water, compliance, permitting, and site investigation and remediation work for multiple pharmaceutical client accounts.Key...
-
Client Service Manager
4 weeks ago
Chicago, Illinois, United States CIBC Full timeAbout the RoleWe are seeking a highly skilled Client Service Manager to join our team at CIBC. As a key point of contact for our clients, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesProvide high-quality, personalized...
-
Client Services Manager
4 weeks ago
Chicago, Illinois, United States Planpilot LLC Full timeJob Title: Client Services ManagerWe are seeking a highly motivated and detail-oriented Client Services Manager to join our team at Planpilot LLC. As a Client Services Manager, you will play a critical role in supporting the day-to-day needs of our clients in the context of our services.Key Responsibilities:Support our retirement plan consultants and clients...
-
Client Services Manager
2 weeks ago
Chicago, Illinois, United States Boutique Recruiting Full timeClient Services Manager Job DescriptionOur boutique recruiting firm is seeking a skilled Client Services Manager to join our team. Located in Chicago, IL, this is a fantastic opportunity for someone with extensive experience in retirement planning and a knack for engaging with C-suite executives to manage client relationships, oversee project management...
-
Client Services Manager
2 weeks ago
Chicago, Illinois, United States PlanPilot Full timeAbout PlanPILOTWe are a fast-growing retirement plan consulting firm providing services to corporations, non-profits, and higher education institutions. Our team consists of individuals with a proactive mindset, who appreciate the freedom of working for a smaller, growing company.Role DescriptionThe Client Services Manager will support the day-to-day needs...
-
Client Services Manager
4 days ago
Chicago, Illinois, United States Planpilot LLC Full timeJob SummaryWe 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 ResponsibilitiesSupport our...
-
Client Service Manager
2 weeks ago
Chicago, Illinois, United States Moneta Corporation Full timeClient Service ManagerAt Moneta Corporation, we are dedicated to providing exceptional service to our clients. We are seeking a highly skilled Client Service Manager to join our team in our Chicago, IL office.Key Responsibilities:Develop and build relationships with clients through frequent interaction and dedicated serviceWork alongside Advisors and...
-
Client Services Manager
2 weeks ago
Chicago, Illinois, United States Medix Full timeJob Title: Client Services ManagerAt Medix, we are seeking a highly skilled Client Services Manager to join our team. This role will be responsible for managing client relationships, coordinating clinical service billing activities, and ensuring quality standards are met.Key Responsibilities:Primary point-of-contact for assigned clinical departmentsWorks...
-
Senior Client Manager
2 weeks ago
Chicago, Illinois, United States Alliant Insurance Services Full timeJob Title: Senior Client ManagerAt Alliant Insurance Services, we are seeking a highly skilled Senior Client Manager to join our team. As a Senior Client Manager, you will be responsible for providing exceptional customer service and overall service to assigned clients and/or policies within our Private Client Services division.Key Responsibilities:Foster...
-
Senior Client Manager
4 weeks ago
Chicago, Illinois, United States Alliant Insurance Services Full timeJob SummaryWe are seeking a highly skilled Senior Client Manager to join our team at Alliant Insurance Services. As a key member of our Private Client Services team, you will be responsible for providing exceptional customer service and overall service to assigned clients and/or policies.Key ResponsibilitiesFoster and manage overall relationships with...
-
Client Service Manager
2 weeks ago
Chicago, Illinois, United States Brown and Caldwell Full timeJob SummaryBrown and Caldwell is seeking a highly skilled Client Service Manager to lead and grow industrial water, compliance, permitting, and site investigation and remediation work for multiple pharmaceutical client accounts.Key ResponsibilitiesManage and grow client relationships, including locally and nationallyDevelop and execute strategic plans to win...
-
Client Services Manager
1 month ago
Chicago, Illinois, United States Foundation of Little Village Full timeJob DescriptionJob DescriptionPosition Summary The Client Services Manager is responsible for the successful administration of the Foundation of Little Village's Economic Empowerment Center Business (EEC) Advise/Technical Assistance Program, Client Services, and the Referral & Linkages System. This role involves working closely with organizations,...
-
Client Service Manager
3 weeks ago
Chicago, Illinois, United States Moneta Full timeClient Service ManagerMoneta is seeking a Client Service Manager to join our financial advisory team in Chicago, IL. As a key member of our team, you will develop and build relationships with clients through frequent interaction, providing dedicated service to meet client needs.Key ResponsibilitiesAssist Advisors and Partners in daily operations and develop...
-
Client Service Manager
2 weeks ago
Chicago, Illinois, United States Moneta Full timeClient Service ManagerMoneta is seeking a skilled Client Service Manager to join our financial advisory team in Chicago. As a key member of our team, you will develop and maintain strong relationships with our clients, providing exceptional service to meet their needs.Key ResponsibilitiesAssist Advisors and Partners in daily operations, ensuring a...
-
Client Services Manager
2 weeks ago
Chicago, Illinois, United States Mack & Associates Full timeClient Services ManagerMack & Associates is seeking a highly skilled Client Services Manager to join their team in Chicago. As the face of the company, you will be responsible for delivering world-class service to customers and visitors.Key Responsibilities:Champion amenity offerings to enhance the customer experienceFoster relationships with customers to...
-
Client Accounting Services Manager
4 days ago
Chicago, Illinois, United States Jobot Full timeJob Title: Client Accounting Services ManagerWe are seeking a highly skilled and experienced Client Accounting Services Manager to join our team at Jobot. As a key member of our accounting services team, you will be responsible for overseeing and managing client accounting services, ensuring the delivery of high-quality financial...
-
Senior Manager, Client Services
2 weeks ago
Chicago, Illinois, United States 24 Seven Talent Full timeAbout the Role24 Seven Talent is seeking a highly motivated and ambitious Senior Manager, Client Services to join our team. As a key member of our Client Services team, you will be responsible for establishing and building successful relationships with clients in the Marketing, Creative, and Technology communities.Key ResponsibilitiesEstablish and build...