Financial Services Specialist

Baldwin Group Colleague • Bethesda, MD

1d

About The Position

The Financial Services Specialist works with the Director of Financial Services to manage investment and wealth management client relationships on behalf of the Company and investment advisors. The role handles incoming client contact, reviews investment orders, and ensures transactions are completed correctly and promptly. It also supports individual life, disability, and long-term care insurance processes and related document management. The work takes place in a fast-paced, multitasking environment, and travel may be required.

Requirements

• At least 1 year of experience in the financial industry is required.
• Demonstrated excellent customer service experience and customer management skills.
• Ability to adapt to change and remain flexible and supportive in a rapid-growth environment.
• Analytical problem-solving and decision-making skills, including researching and analyzing options, drawing sound conclusions, presenting findings, and making thoughtful recommendations.
• Ability to build and maintain collaborative relationships with external partners.
• Strong verbal and written communication skills, using professional, diplomatic, and tactful language.
• Ability to provide interactive customer service that supports customer satisfaction and retention.
• Initiative in identifying needs and bringing solutions to leadership proactively.
• Organization and time-management skills, including working independently with minimal supervision, meeting deadlines, managing multiple priorities, and maintaining attention to detail.
• Team orientation and interpersonal skills, with the ability to build collaborative relationships at all organizational levels.
• Ability to demonstrate behavior aligned with the firm’s culture and core values.
• Experience with Customer Relationship Management (CRM) systems.
• Experience with investment and wealth management software platforms, such as eMoney.
• Advanced proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Ability to learn other programs or software systems used by the firm as needed.

Nice To Haves

• 1+ years of experience in the financial industry is preferred.

Responsibilities

• Work with financial advisors and clients to open accounts, review account features, and service existing accounts, including investment transactions, transfers, rollovers, renewals, and closings.
• Respond to client queries, requests, and investment or wealth management issues.
• Research and resolve issues and requests related to statements, deposits, checks, and EFT transactions.
• Prepare associates and coach colleagues regarding prospect and client investment reviews.
• Establish and configure accounts using investment and wealth management software.
• Manage individual life, disability, and long-term care processes, including quotes, applications, policy preparation and delivery, customer service, issue resolution, and process reporting.
• Scan and electronically file investment, wealth management, and individual insurance-related documents.

What This Job Offers

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