Financial Services Specialist

The-Baldwin-Group; Bethesda (MD); Sur place; USD 48 000 - 58 000; Plein temps

Avantages offerts par ce poste

Travel optional

Résumé du poste

The Baldwin Group is seeking a Financial Services Specialist to support the Director of Financial Services in managing wealth management client relationships. The role handles client inquiries, reviews investments, and ensures accurate execution of orders and transactions for our advisory clients.

Responsibilities include opening and servicing accounts, processing transfers and closes, and coaching colleagues on investment reviews. Strong customer service and CRM/software skills are essential.

Qualifications

• 1 year of experience in the financial industry required; 1+ years preferred.
• Experience with wealth management or investment services is a plus.
• Customer service excellence and client management skills.

Responsabilités

• Open and service client accounts; review account features.
• Process investment transactions, transfers, rollovers, renewals, and closings.
• Respond to client queries and resolve wealth management issues.
• Prepare associates and coach colleagues on client investments.
• Configure accounts using wealth management software.
• Maintain life, disability, and long-term care processes, including quotes and applications.
• File investment and wealth management documents electronically.

Connaissances

Customer service

Adaptability

Analytical thinking

Decision making

Collaboration

Communication

Initiative

Time management

Organization

Teamwork

Formation

1 year of experience in financial industry (preferred)

Outils

CRM software

Wealth management software (eMoney)

Microsoft Office

Description du poste

The Financial Services Specialist works with the Director of Financial Services to manage all aspects of the investment and wealth management client relationship on behalf of the Company and investment advisors. They handle incoming wealth management client contact. Additionally, the Finance and Investment Specialist reviews investment orders and ensures transactions are executed correctly and in a timely manner.POSITION SUMMARY:The Financial Services Specialist works with the Director of Financial Services to manage all aspects of the investment and wealth management client relationship on behalf of the Company and investment advisors. They handle incoming wealth management client contact. Additionally, the Finance and Investment Specialist reviews investment orders and ensures transactions are executed correctly and in a timely manner.PRIMARY RESPONSIBILITIES:Work with financial advisors and clients to open accounts, review accounts for correct account features, and service existing accounts including execution of investment transactions, transfers, rollovers, renewals, and account closings.Respond to client queries, requests and investment or wealth management issues. Proactively research and resolve issues, concerns and requests relating to statements, deposits, checks and EFT transactions.Prepare Associates and coach colleagues regarding prospect and client investment reviews.Establish and configure accounts utilizing investment and wealth management software.Manage the 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.EDUCATION AND EXPERIENCE REQUIREMENTS:Experience (years and type of experience): 1 year of experience in the financial industry required; 1+ years of experience in the financial industry preferredCertification(s): None required; None preferredLicense(s): None required; None preferredKNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:Must have demonstrated excellent customer service experience and customer management skills.Adaptability to Change – able to be flexible and supportive, positively and proactively assimilating change in a rapid growth environment.Analytical Problem-solving and Decision-making – able to research, analyze, and identify viable options, draw sound conclusions, present findings, and make thoughtful recommendations while considering overall risk and short- and long-term impact.Build Collaborative Relationships – able to develop, maintain, and strengthen partnerships with others outside the organization that can provide information, assistance, and support.Communication – able to effectively and persuasively express oneself verbally and in writing, using correct language and grammar in a professional, diplomatic and tactful manner.Customer Service – able to personally provide a high level of interactive service to targeted customer base/market, resulting in high customer satisfaction and retention.Initiative – identify what needs to be done and brings solutions to leadership before being asked or before the situation requires it.Organization and Time Management – able to work independently with minimal supervision; organize schedule to complete actions within established deadlines, handling multiple priorities with strong attention to detail.Team Orientation and Interpersonal Skills – highly motivated, passionate and creative team player with ability to develop and maintain collaborative relationships at all levels within the organization.Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s cultureTECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:Experience with Customer Relationship Management (CRM) systems.Experience with investment and wealth management software platforms (e.g. eMoney) required.Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Ability to learn any other appropriate program or software system used by the firm as necessaryOTHER REQUIREMENTS:This roles primary duties do not include the exercise of discretion and independent judgement with respect to matters of significanceSPECIAL WORKING CONDITIONS:Fast paced multi-tasking environmentTravel may be required.The starting pay for this position is $53,000+ annually. Salary is negotiable upon time of hire.#LI-JK1The 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.