Associate Client Manager, Retirement -The Baldwin Group Wealth Advisors
About The Position
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a n Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
Requirements
- Bachelor's Degree preferred.
- 2-4 years of working experience in customer service in the financial services industry or analytical role preferred.
- Working knowledge of mutual funds.
- Working knowledge of 401(k), preferred but not required.
- Strong written and oral communication skills.
- Must be willing to obtain the appropriate FINRA licensing within the first 90 days of hire.
- Excellent customer services skills.
- Extremely detail oriented, exceptional follow through, and reliable in all aspects.
- Strong interest in learning about the retirement plan industry.
- Interest in pursuing advanced designations and securities licensing.
- Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook
- Prior experience with CRM software
- Familiarity with RPAG investment analysis software, preferred but not required
Responsibilities
- Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines
- Update and generate weekly reports utilizing the CRM and MS Office
- Maintain/update CRM and Department tracking sheets on a real time basis
- Data gathering for surveys
- Offer additional support in facilitating RFP's from various vendors through the RPAG system
- Build up subject matter expertise through self study (ex. designations, licensing), industry partner interactions, and client interaction
- Special projects as needed
Benefits
- Annual salary is $70,000+ and is negotiable upon time of offer.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
