Benefits:

401(k)

401(k) matching

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Firm Overview

PlanPILOT is a 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. At PlanPILOT, decisions are made efficiently, and contributions are meaningful at all levels of the organization; we celebrate our successes together and pitch in to ensure our clients benefit from our team's best thinking.

Role Description

The role of the Client Services Team Manager (CSM) is to support the day-to-day needs of PlanPILOT’s clients in the context of our services as well as to lead and manage the greater Client Services Team's efforts. The CSM will work closely with the firm’s senior consultants and Managing Director to ensure client deliverables are executed in a timely manner and to the highest standard of quality. In addition, it is expected that the Client Services Team Manager will ultimately fulfill the role of managing those on the client services team and foster the development of their team as a whole. To successfully carry out the role, the CSM is expected to gain an understanding of the intricacies of our client base, work efficiently on a wide range of client projects, and build/maintain an understanding of the retirement planning industry and PlanPILOT’s processes.

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

Support the PlanPILOT Team + Lead the Client Services Team

Research and develop quarterly fiduciary training topics for clients

Maintain knowledge on important legislation affecting clients

Track trends and insights within client base

Ensure client databases are appropriately updated and maintained

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

This is not an exhaustive list of job responsibilities or duties.

Required Qualifications:

Bachelor's degree

5+ years of experience in client services within the financial services industry Leadership, mentorship or management skills or experience Passing score or better on Attention to Detail Assessment presented during interview process

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

Leadership, mentorship or management skills or experience

General understanding of investments and investment products

Demonstrated knowledge of retirement plan landscape including fiduciary topics, recordkeepers and general retirement plan trends

What to know about PlanPILOT:

We believe in the flexibility of a hybrid work model. Monday and Friday are 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

Flexible work from home options available.