Wealth Management Client Services Specialist

The-Baldwin-Group; Bethesda (MD); On-site; USD 48,000 - 58,000; Full time

Benefits offered by this job

Travel optional

Job summary

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.

Responsibilities

• 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.

Skills

Customer service

Adaptability

Analytical thinking

Decision making

Collaboration

Communication

Initiative

Time management

Organization

Teamwork

Education

1 year of experience in financial industry (preferred)

Tools

CRM software

Wealth management software (eMoney)

Microsoft Office

Job description

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.