Strategic Retirement Plan Client Manager

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

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