Client Success Leadership Role

4 days ago


Chicago, Illinois, United States Planpilot LLC Full time
About the Role

The Client Services Team Manager will be responsible for supporting the day-to-day needs of our clients, leading and managing the greater Client Services Team's efforts, and ensuring client deliverables are executed timely and to the highest standard of quality. This role will work closely with senior consultants and the Managing Director to achieve these goals.

What You'll Do:

  • Support our retirement plan consultants and clients
  • Directly support a dedicated book of clients
  • Onboard new client relationships
  • Lead benchmarking exercises for clients (e.g., service provider RFPs)
  • 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

Tech Requirements:
  • Mastery of Microsoft Office Suite (Excel, PowerPoint, Word)
  • Experience working with CRM software

Salary Information:
This role offers an estimated annual salary of $110,000 - $140,000 based on experience and qualifications, depending on location in downtown Chicago.

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