Wealth Management Client Services Specialist

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer service

Adaptability

Analytical thinking

Collaboration

Communication

Customer management

Initiative

Time management

Team orientation

Values alignment

Tools

CRM systems

eMoney

MS Office

Job description

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.