{"schemaVersion":"jobsearcher.job.v1","id":"ee9778686d2cda4ce8678007","url":"https://jobsearcher.com/jobs/ee9778686d2cda4ce8678007","canonicalUrl":"https://jobsearcher.com/jobs/ee9778686d2cda4ce8678007","title":"Lead Client Services Associate","description":"Lead Client Services Associate: A Role With Impact At PlanPILOT, client service is a key part of shaping better retirement outcomes for working Americans. In this role, you will partner closely with senior consultants to support retirement plan committees and strengthen your expertise in service delivery and governance processes. You'll enhance your skills in professional judgment, project management, board-level presentation & communication, and strategic client support, while your work supports executive leaders at our client organizations operate their retirement plan more effectively. Experience gained in this role drives long-term career growth in consulting environments.\r\nWho You Are This role is ideal for candidates who thrive in a supportive, high-performing and growth-oriented environment and take pride in creating structure, solving problems, and elevating the experience of both clients and colleagues. You are highly organized and detail-oriented and are motivated by summiting new challenges, delivering impact, increasing your skills, and strengthening collaboration.\r\nYou naturally take ownership and prefer proactively solving problems.\r\nYou communicate professionally and confidently with both internal teams and external executive client contacts.\r\nYou are energized by building better processes, improving workflows, and helping teams operate more efficiently.\r\nWhy You Might Stand Out From the Crowd Experience supporting retirement plans, wealth management, institutional consulting, or other regulated financial service environments.\r\nDemonstrated success building or improving operational processes, SOPs, workflows, or cross-functional systems.\r\nStrong analytical capabilities with experience interpreting data and transforming it into meaningful client-facing reporting.\r\nDemonstrated ability to manage projects and competing priorities while maintaining exceptional responsiveness, accuracy, and professionalism.\r\nA service mindset that combines strategic thinking, operational discipline, and genuine care for client outcomes.\r\nDuties Beginning on your start date, your job responsibilities will include the following:\r\nLead day-to-day execution for a dedicated client portfolio, serving as a strategic partner to senior consultants by applying best practices, managing partner/co-vendor relationships, driving deliverables, engaging directly with key client contacts, and ensuring consistent, high-quality service outcomes.\r\nOnboard assigned clients to PlanPILOT systems through data management and project planning\r\nServe as the operational leader for the client services department, owning process architecture, documentation, and implementation. Drive alignment across teams by identifying inefficiencies, developing scalable solutions, and leading initiatives that improve the employee experience, service delivery, and organizational effectiveness.\r\nProvide quality assurance for department SOPs and training materials\r\nOwn fiduciary document workflows, including monitoring DocuSign, collaborating with other Client Services team members to execute annual disclosures, tracking client meeting follow up items, and proactively advising Senior Consultants on timing, impacts, and needed updates.\r\nPrepare and analyze client reports (e.g., plan balances, average deferral rates, fee benchmarking reports), thoughtfully aligning outputs to client objectives, proactively researching and incorporating relevant data, and partnering with senior consultants to deliver clear, insightful reporting.\r\nLead proposal development by partnering with senior consultants to understand prospect priorities and service expectations, then curating compliant proposal content and metrics from internal libraries. You act as the primary driver of proposal assembly, positioning our value, with outputs refined through collaboration and review.\r\nProvide quality assurance and support of team technical administration\r\nMaintenance of Client Services Dashboard – architecture of improvements and data-pulling\r\nExecution of annual Client Survey\r\nHubSpot operations by collaborating with team members to maintain clean data and optimize platform efficiency\r\nOptimize and maintain systems for data storage including user access, records, and documentation in Dropbox and Revver\r\nProvide direct support for inbound client requests, as well as secondary support for Senior Consultant requests including plan compliance-related requests.\r\nSupport Client Service Manager in leading prospect outreach projects and coordinate materials for new business development including campaigns, email newsletters, and events.\r\nOnboard assigned clients to PlanPILOT systems through data management and project planning\r\nJob Type: Full-time\r\nPay: $69,037.00 - $77,000.00 per year\r\nBenefits\r\n401(k)\r\n401(k) matching\r\nDental insurance\r\nHealth insurance\r\nPaid time off\r\nWork Location: Hybrid remote in Chicago, IL 60606\r\nJ-18808-Ljbffr","company":"Socket","rawCompany":"socket","city":"Chicago","state":"IL","isRemote":false,"isActive":true,"createdAt":"2026-08-12T00:45:42.078Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"13-1082.00","title":"Project Management Specialists","slug":"project-management-specialists"},{"code":"43-1011.00","title":"First-Line Supervisors of Office and Administrative Support Workers","slug":"first-line-supervisors-of-office-and-administrative-support-workers"}],"industries":[{"code":"541618","title":"Other Management Consulting Services","slug":"other-management-consulting-services"},{"code":"541611","title":"Administrative Management and General Management Consulting Services","slug":"administrative-management-and-general-management-consulting-services"},{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Lead Client Services Associate","description":"Lead Client Services Associate: A Role With Impact At PlanPILOT, client service is a key part of shaping better retirement outcomes for working Americans. In this role, you will partner closely with senior consultants to support retirement plan committees and strengthen your expertise in service delivery and governance processes. You'll enhance your skills in professional judgment, project management, board-level presentation & communication, and strategic client support, while your work supports executive leaders at our client organizations operate their retirement plan more effectively. Experience gained in this role drives long-term career growth in consulting environments.\r\nWho You Are This role is ideal for candidates who thrive in a supportive, high-performing and growth-oriented environment and take pride in creating structure, solving problems, and elevating the experience of both clients and colleagues. You are highly organized and detail-oriented and are motivated by summiting new challenges, delivering impact, increasing your skills, and strengthening collaboration.\r\nYou naturally take ownership and prefer proactively solving problems.\r\nYou communicate professionally and confidently with both internal teams and external executive client contacts.\r\nYou are energized by building better processes, improving workflows, and helping teams operate more efficiently.\r\nWhy You Might Stand Out From the Crowd Experience supporting retirement plans, wealth management, institutional consulting, or other regulated financial service environments.\r\nDemonstrated success building or improving operational processes, SOPs, workflows, or cross-functional systems.\r\nStrong analytical capabilities with experience interpreting data and transforming it into meaningful client-facing reporting.\r\nDemonstrated ability to manage projects and competing priorities while maintaining exceptional responsiveness, accuracy, and professionalism.\r\nA service mindset that combines strategic thinking, operational discipline, and genuine care for client outcomes.\r\nDuties Beginning on your start date, your job responsibilities will include the following:\r\nLead day-to-day execution for a dedicated client portfolio, serving as a strategic partner to senior consultants by applying best practices, managing partner/co-vendor relationships, driving deliverables, engaging directly with key client contacts, and ensuring consistent, high-quality service outcomes.\r\nOnboard assigned clients to PlanPILOT systems through data management and project planning\r\nServe as the operational leader for the client services department, owning process architecture, documentation, and implementation. Drive alignment across teams by identifying inefficiencies, developing scalable solutions, and leading initiatives that improve the employee experience, service delivery, and organizational effectiveness.\r\nProvide quality assurance for department SOPs and training materials\r\nOwn fiduciary document workflows, including monitoring DocuSign, collaborating with other Client Services team members to execute annual disclosures, tracking client meeting follow up items, and proactively advising Senior Consultants on timing, impacts, and needed updates.\r\nPrepare and analyze client reports (e.g., plan balances, average deferral rates, fee benchmarking reports), thoughtfully aligning outputs to client objectives, proactively researching and incorporating relevant data, and partnering with senior consultants to deliver clear, insightful reporting.\r\nLead proposal development by partnering with senior consultants to understand prospect priorities and service expectations, then curating compliant proposal content and metrics from internal libraries. You act as the primary driver of proposal assembly, positioning our value, with outputs refined through collaboration and review.\r\nProvide quality assurance and support of team technical administration\r\nMaintenance of Client Services Dashboard – architecture of improvements and data-pulling\r\nExecution of annual Client Survey\r\nHubSpot operations by collaborating with team members to maintain clean data and optimize platform efficiency\r\nOptimize and maintain systems for data storage including user access, records, and documentation in Dropbox and Revver\r\nProvide direct support for inbound client requests, as well as secondary support for Senior Consultant requests including plan compliance-related requests.\r\nSupport Client Service Manager in leading prospect outreach projects and coordinate materials for new business development including campaigns, email newsletters, and events.\r\nOnboard assigned clients to PlanPILOT systems through data management and project planning\r\nJob Type: Full-time\r\nPay: $69,037.00 - $77,000.00 per year\r\nBenefits\r\n401(k)\r\n401(k) matching\r\nDental insurance\r\nHealth insurance\r\nPaid time off\r\nWork Location: Hybrid remote in Chicago, IL 60606\r\nJ-18808-Ljbffr","datePosted":"2026-08-12T00:45:42.078Z","dateModified":"2026-08-12T00:45:42.078Z","hiringOrganization":{"@type":"Organization","name":"Socket","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Chicago","addressRegion":"IL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"ee9778686d2cda4ce8678007"},"url":"https://jobsearcher.com/jobs/ee9778686d2cda4ce8678007"}}