Client Manager, Retirement Plans - The Baldwin Financial Services

The Baldwin Group•Tampa, FL

4d•Hybrid

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 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. 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

Working knowledge of investment analytics (i.e. mutual funds, CIT’s, subaccounts, etc.)
Polished written and oral communication skills
Prior experience with CRM software (Redtail and Salesforce a plus)
A proven track record of excellent customer service
Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook
Extremely detail oriented, proactive, and reliable in all aspects
Working knowledge of facilitating virtual meetings via Microsoft Teams
1-3 years of experience in the financial services industry required.
Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.

Nice To Haves

Familiarity with RPAG investment analysis software helpful but not required
Experience with institutional retirement plans a plus but not required
Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.

Responsibilities

Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
Conduct participant education meetings and seminars, including one-on-one consultations
Meticulously update CRM on a real time basis, and generate periodic departmental reports.
Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines.
Quarter end is typically fast paced.
Offer additional support in facilitating RFP’s from various vendors
Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings
Special projects as needed