Client Manager, Retirement Plans - The Baldwin Group Financial Services

Baldwin Group Colleague • Irvine, CA

2d

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. They pride themselves in being a high touch organization that is highly competent, proactive, and responsive. Due to their 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.

Requirements

• Working knowledge of investment analytics (i.e. mutual funds, CIT’s, subaccounts, etc.)
• Polished written and oral communication skills
• 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.
• FINA Series 65 and CA Llife Insurance License required (Required within 90 days of hire if not already in possession.)

Nice To Haves

• Familiarity with RPAG investment analysis software helpful but not required
• Prior experience with CRM software (Redtail and Salesforce a plus)
• Experience with institutional retirement plans a plus but not required.
• Bachelor’s degree preferred
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed