Retirement Plan Client Manager

The Baldwin Group; Oregon; Hybrid; USD 70,000 - 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. You will be the initial client contact to identify, research and resolve issues while delivering high‑level service.

Responsibilities include coordinating client service, handling inquiries, processing documentation, CRM maintenance, and supporting committee meetings and education sessions either on site or virtually.

Qualifications

• 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.

Responsibilities

• Coordinate and support a team approach to client service.
• Dial in daily client calls; handle inquiries and service requests.
• Process client documentation for account maintenance.
• Maintain accounts in CRM-Salesforce and RPAG.
• Schedule and prepare committee meetings and participant education, in person or virtual.
• Prepare meeting minutes and coordinate follow-up items.
• Create PowerPoint presentations for client reviews.
• Respond promptly to client requests for assistance and issue resolution.
• Support retirement plan strategy discussions with colleagues and partners.
• Manage projects and educate plan participants; act as vendor liaison.

Skills

Problem-solving

Multi-tasking

Communication

Team leadership

Detail orientation

Work ethic

Microsoft Office

Education

Bachelor's Degree

Series 65 within 90 days

Tools

Microsoft Office

Job description

The Baldwin Group is seeking a Retirement Plan Client Manager to provide proactive support to the Retirement Plan Consultant and Plan Sponsors. You will be the initial client contact to identify, research and resolve issues while delivering high‑level service.

Responsibilities include coordinating client service, handling inquiries, processing documentation, CRM maintenance, and supporting committee meetings and education sessions either on site or virtually.