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Client Services Manager
Job Description
Our client that specializes in contribution retirement plan consulting is looking for a skilled Client Services Manager to join their growing 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 tasks, and mentor team members. Apply now if you are ready to take the next steps in your career with this innovative & collaborative team!
Salary Range: $80,000 - $100,000 / year DOE
Client Services Manager Requirements:
- Bachelor s degree required
- Over 5 years of experience in financial services, with a strong background in retirement plans (e.g., Defined Contribution, 401k)
- Minimum of 2 years of experience in a management role
- Proven experience working with C-suite executives
- Familiarity with HubSpot CRM; experience with Dropbox preferred
- Experience in a consulting financial firm preferred
- In office 3x a week, WFH Monday & Friday
Responsibilities:
- Serve as the primary point of contact for clients, including CFOs and HR leaders, ensuring top-tier service and support
- Onboard new clients and train them on fiduciary responsibilities and best practices
- Assist clients with compliance requirements and track governance documentation
- Provide daily support to consultants and manage client requests
- Implement standard operating procedures (SOPs), stay informed about relevant legislation, and identify opportunities for internal process improvements
- Offer project management support and mentorship to team members
Benefits:
- Comprehensive medical coverage
- 100% dental insurance coverage with HMO option
- 401(k) plan with 3% match
- 2 weeks of PTO
- Stable company, tremendous growth opportunity
- Hybrid work model; ensuring work-life balance
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