Client Services Manager

2 weeks ago


Chicago, Illinois, United States PlanPilot Full time
About PlanPILOT

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 Description

The 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
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; 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
What We Offer:
  • 401(k) with company match
  • Comprehensive health benefits
  • Venture Public Transit Program benefits
  • Flexible work from home options available


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