Retirement Plan Client Advisor

The-Baldwin-Group; United States; Remote; USD 65,000 - 85,000; Full time

Job summary

The Baldwin Group is seeking a Retirement Plan Client Manager to join our Financial Services team. You will provide proactive support to the Retirement Plan Consultant and plan sponsors, acting as the initial point of contact to identify, research and resolve client questions while delivering the highest level of service.

Daily duties include coordinating communications, handling service requests, processing documentation for accounts, and maintaining records in Salesforce and RPAG.

Qualifications

• Proven problem-solving skills to resolve client questions.
• Organize, manage, and track multiple tasks in a fast-paced environment.
• Excellent written and verbal communication for all levels of the organization.

Responsibilities

• Interact daily with existing clients and recordkeepers, handling inquiries and service requests.
• Process and follow up on client documentation for proper account maintenance.
• Manage account maintenance in Salesforce and RPAG; prepare meeting minutes and follow-up items.

Skills

Problem-solving

Organization

Communication

Teamwork

Customer service

Education

Series 65 within 90 days

Bachelor’s degree preferred

Tools

Microsoft Office

Salesforce

RPAG

Job description

The Baldwin Group is seeking a Retirement Plan Client Manager to join our Financial Services team. You will provide proactive support to the Retirement Plan Consultant and plan sponsors, acting as the initial point of contact to identify, research and resolve client questions while delivering the highest level of service.

Daily duties include coordinating communications, handling service requests, processing documentation for accounts, and maintaining records in Salesforce and RPAG.