Client Manager, Retirement Plans - The Baldwin Group Financial Services

The Baldwin Group•Birmingham, AL

16d•$75,000•Hybrid

About The Position

As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service. You will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service.

Requirements

Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
Minimum of 2 years’ retirement plan experience is required; 3 years is preferred.
Proven track record in and client retention within the group retirement or institutional market.
Effective problem-solving skills to resolve client questions.
Organize, manage, and track multiple tasks in a fast-paced environment.
Professional, service-oriented demeanor.
Detail oriented to ensure accuracy of reports, correspondence, and tracking reports.
Serve as a role model and lead others in providing a high level of customer service.
Demonstrate excellent work ethic.
Communicate effectively, both orally and in writing, with all levels of the organization.
Ability to work collaboratively as well as independently within a team environment.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn any other appropriate program or software system used by the firm as necessary

Nice To Haves

Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.
Advanced industry designations such as AIF®, CFP®, CPFA®, CEBS®, C(k)P® or similar are strongly preferred.

Responsibilities

Communicate coordinate and support a team approach to client service.
Interact daily on the telephone with existing clients and recordkeepers, handling basic inquiries, and addressing service requests.
Process and follow up on client documentation for proper maintenance of accounts.
Account maintenance functions through internal CRM-Salesforce (plan provisions, contact details, etc.) and RPAG.
Schedule prepare for and facilitate committee meetings and participant education delivered at client locations or virtually.
Prepare review material and coordinate plan review meetings for plan sponsors.
Prepare meeting minutes, identify follow-up items, and coordinate with necessary parties.
Create PowerPoint Presentations
Respond proactively and timely to client requests for assistance and problem resolution.
Perform other duties and responsibilities as assigned.
Participate in retirement plan strategy discussions with colleagues and industry partners to keep abreast of trends and changes.
Manage projects, educate plan participants, act as vendor liaison and other duties as assigned.