Senior Client Services Associate

1 week ago

Chicago, Illinois, United States PlanPilot Full time
About PlanPILOT

PlanPILOT is a leading retirement plan consulting firm providing services to corporations, non-profits, and higher education institutions. Our fast-growing, Chicago-based firm was founded in 2011 and has quickly developed into an industry-leading company within our niche. Our expanding, but cohesive, team consists of individuals with a very entrepreneurial and proactive mindset - many of whom have worked for larger organizations and now appreciate the freedom of working for a smaller, growing company.

Job Description

The Senior Client Services Associate will support the day-to-day needs of PlanPILOT's clients in the context of our services. This role will work closely with the firm's Client Services Manager (CSM) to ensure client deliverables are executed in a timely manner and to the highest standard of quality. The Senior Client Services Associate is expected to gain an understanding of the intricacies of our client base and work efficiently within the Client Services team.

Key Responsibilities
  • Support our retirement plan consultants and clients
  • Directly support a dedicated book of clients
  • Support benchmarking exercises for clients (e.g., service provider RFPs)
  • 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 Client Services Manager
  • Maintain knowledge on important legislation affecting clients
  • Identify opportunities for internal process improvement
  • Ensure client databases are appropriately updated and maintained
  • Provide future project management and mentorship support for other Client Service members
Requirements
  • Associate's or Bachelor's degree
  • 3+ 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
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
  • General understanding of investments and investment products
  • Demonstrated knowledge of retirement plan landscape including fiduciary topics, recordkeepers, and general retirement plan trends
About the Role

This is a hybrid role that offers the flexibility of remote workdays with a corresponding expectation to be in our office Tuesday, Wednesday, and Thursday. Our office is downtown Chicago, a short walk from both Union and Ogilvie transportation centers, and the Quincy CTA stop. Some of our benefits include 401(k) with company match, comprehensive health benefits, Venture Public Transit Program benefits, and flexible work from home options available.

  • Senior Client Service Associate

    2 weeks ago

    Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full time

    Senior Client Service AssociateBCI - Brokerage Consultants Inc is seeking a highly organized and detail-oriented Senior Client Service Associate to support our team in Chicago, IL. This is a hybrid role that requires excellent communication and problem-solving skills.Key Responsibilities:Provide operational support to our advisors and clients, including...

  • Senior Client Associate

    2 hours ago

    Chicago, Illinois, United States Brown Brothers Harriman Full time

    Senior Client AssociateBrown Brothers Harriman is seeking a highly skilled Senior Client Associate to join our Private Banking Team. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key Responsibilities:Manage client relationships, including client...

  • Senior Client Associate

    1 month ago

    Chicago, Illinois, United States Publicis Groupe Full time

    {"title": "Senior Client Associate", "content": "Drive Revenue Growth and Expand Client BaseThe Senior Client Associate will play a pivotal role in driving significant revenue growth and expanding Epsilon's client base. Reporting directly to the Director, Client Management, this role will involve cultivating strong relationships with existing and potential...

  • Senior Client Associate

    2 weeks ago

    Chicago, Illinois, United States Brown Brothers Harriman Full time

    Senior Client Associate Job DescriptionBrown Brothers Harriman is seeking a highly skilled Senior Client Associate to join our Private Banking Team. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key Responsibilities:Relationship Management: Serve as...

  • Senior Client Associate

    1 month ago

    Chicago, Illinois, United States Publicis Groupe Full time

    {"title": "Senior Client Associate", "content": "Drive Revenue Growth and Expand Client BaseThe Senior Client Associate will play a pivotal role in driving significant revenue growth and expanding Epsilon's client base. Reporting directly to the Director, Client Management, this role will involve cultivating strong relationships with existing and potential...

  • Client Service Associate

    3 weeks ago

    Chicago, Illinois, United States Kovitz Full time

    {"Job Title": "Client Service Associate", "Job Overview": "At Kovitz, we are seeking a highly skilled and detail-oriented Client Service Associate to join our Wealth Management Team. As a critical member of our team, you will provide exceptional client service, technical support, and operational expertise to our Senior Advisors, Advisors, and...

  • Senior Client Services Associate

    4 days ago

    Chicago, Illinois, United States Planpilot LLC Full time

    Job OverviewPlanPILOT is a leading retirement plan consulting firm providing services to corporations, non-profits, and higher education institutions. Our firm was founded in 2011 and has quickly developed into an industry-leading company within our niche. Our expanding team consists of individuals with a very entrepreneurial and proactive mindset - many of...

  • Senior Client Associate

    1 month ago

    Chicago, Illinois, United States Epsilon Data Interactive, Inc. Full time

    About the RoleWe are seeking a highly skilled Senior Client Associate to join our Epsilon Data Interactive, Inc. team. As a key member of our Travel Vertical, you will be responsible for managing and growing a portfolio of key travel accounts.Key ResponsibilitiesManage existing accounts and acquire new customers within the travel markets.Drive revenue growth...

  • Client Services Associate

    4 weeks ago

    Chicago, Illinois, United States North Bridge Staffing Group Full time

    Client Services AssociateJob Summary:We are seeking a highly skilled Client Services Associate to join our team at North Bridge Staffing Group. As a Client Services Associate, you will play a critical role in supporting our Advisors and clients in achieving their financial goals.Key Responsibilities:Organize and prepare materials for regular client meetings,...

  • Senior Client Service Specialist

    1 week ago

    Chicago, Illinois, United States SGS Société Générale de Surveillance SA Full time

    Job Title: Senior Client Service Middle Office SpecialistJob Summary:We are seeking a highly skilled Senior Client Service Middle Office Specialist to join our team at SGS Société Générale de Surveillance SA. As a key member of our Middle Office team, you will be responsible for providing exceptional client service, ensuring operational efficiency, and...

  • Senior Client Service Representative

    3 weeks ago

    Chicago, Illinois, United States Marsh LLC Full time

    About Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. Our team is consistently recognized as a top workplace, attracting and retaining our insurance talent by...

  • Client Services Associate

    3 weeks ago

    Chicago, Illinois, United States The Larko Group Full time

    Client Services AssociateA premier investment firm, renowned for its innovative investment strategies and impressive service, is seeking a Client Services Associate to join its team. As a key liaison between the firm and its clients, you will be responsible for ensuring client satisfaction and efficient service delivery.Key ResponsibilitiesManage client...

  • Client Service Associate

    2 weeks ago

    Chicago, Illinois, United States Stifel Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with client account opening and maintenance, performing administrative tasks, and providing exceptional customer service. This position requires strong organizational skills, attention to detail, and effective communication.Key ResponsibilitiesAssist Financial...

  • Senior Client Manager

    2 weeks ago

    Chicago, Illinois, United States Alliant Insurance Services Full time

    Job 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 Associate

    1 month ago

    Chicago, Illinois, United States Stifel Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with account opening and maintenance, administrative tasks, and customer service. This position requires strong organizational skills, attention to detail, and effective communication.Key ResponsibilitiesAssist Financial Advisors with client account opening and...

  • Client Service Associate

    2 weeks ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City, with a presence across the country. We're a cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative...

  • Client Services Associate

    3 weeks ago

    Chicago, Illinois, United States North Bridge Staffing Full time

    Job Title: Client Services AssociateWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at North Bridge Staffing. The ideal candidate will have a strong commitment to providing exceptional client service and a proven track record of working in a similar position.Key Responsibilities:Organize and prepare materials...

  • Client Services Associate

    4 weeks ago

    Chicago, Illinois, United States North Bridge Staffing Group Full time

    North Bridge Staffing Group is seeking a highly skilled Client Services Associate to support their team of Advisors. The ideal candidate will have 3 years of experience working in a similar position out of a wealth management firm, with a strong commitment to providing exceptional client service in a fast-paced environment.The Client Services Associate will...

  • Business Talent Group Client Service Associate

    2 weeks ago

    Chicago, Illinois, United States Business Talent Group Full time

    Job Title: Client Service AssociateBusiness Talent Group (BTG) is a leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with top companies. We provide on-demand talent solutions, remote or on-site, part-time or full-time, individuals or teams. Our clients trust us to...

  • Client Service Associate

    3 weeks ago

    Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full time

    Job Title: Client Service AssociateBCI - Brokerage Consultants Inc is seeking a highly organized and detail-oriented Client Service Associate to support our financial advisory firm. As a key member of our team, you will be responsible for providing exceptional client service, processing transactions, and maintaining accurate records.Responsibilities:Provide...