Financial Services Specialist

Baldwin Group Colleague, Inc.; Bethesda (MD); Vor Ort; USD 48.000 - 58.000; Vollzeit

Zusammenfassung

The Baldwin Group is seeking a Financial Services Specialist to work with the Director of Financial Services, managing investment and wealth management client relationships and handling incoming client contact.

You will review investment orders, ensure transactions are executed accurately and timely, and collaborate with investment advisors to service accounts and respond to client inquiries.

Qualifikationen

• 1 year of experience in the financial industry required; 1+ years preferred.
• Experience with CRM and wealth management software platforms.
• Demonstrated excellent customer service experience.

Aufgaben

• Work with financial advisors and clients to open accounts, review accounts for correct 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 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 life, disability, and long-term care processes, including quotes, applications, policy preparation and delivery, customer service, issue resolution, and reporting.
• Scan and electronically file investment, wealth management and individual insurance-related documents.

Kenntnisse

Customer service

Adaptability

Analytical thinking

Collaboration

Communication

Customer management

Initiative

Time management

Team orientation

Values alignment

Tools

CRM systems

eMoney

MS Office

Jobbeschreibung

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.

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 preferred Certification(s): None required; None preferred License(s): None required; None preferred

Knowledge, 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 culture

Technical, 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 necessary

Other Requirements

This roles primary duties do not include the exercise of discretion and independent judgement with respect to matters of significance

Special Working Conditions

Fast paced multi-tasking environment Travel may be required.

Pay

The starting pay for this position is $53,000+ annually. Salary is negotiable upon time of hire.

About the Company

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin Group 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.