Client Manager, Retirement - Financial Services

The Baldwin Group; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

The Baldwin Group is seeking a Retirement Plan Client Manager to provide proactive support to the Retirement Plan Consultant and Plan Sponsors while delivering high-quality client service. You will be the initial contact for clients to identify, research and resolve issues while supporting the Financial Services team.

Responsibilities include coordinating team-based client service, handling client inquiries by phone, maintaining accounts in CRM-Salesforce and RPAG, and preparing meetings with

Qualifications

• Bachelor’s degree preferred.
• 1–3 years of experience in a financial services environment, retirement plan experience preferred.
• Ability to obtain Series 65 within 90 days of employment.
• Strong problem-solving and communication skills.
• Detail oriented and organized in a fast-paced environment.

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.

Skills

Communication

Problem solving

Organization

Detail-oriented

Customer service

Teamwork

Written communication

Education

Bachelor's Degree preferred

Series 65 within 90 days

Tools

Microsoft Office

CRM Salesforce

PowerPoint

Microsoft Excel

Job description

• Demonstrate excellent work ethic.

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

Position Summary

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.

Primary 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.

Education & Experience Requirements

• Ability to obtain Series 65 within 90 days of employment.
• Bachelor’s Degree preferred.
• 1-3 years of experience in a financial services environment, Retirement Plan experience preferred.

Knowledge, Skills, & Abilities Required

• 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.
• Fast paced multi-tasking environment.
• 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.

Technical, Computer, And System-Specific Skills Required

• 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

Eeoc (statement)

• BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Important Notice

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.