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The Baldwin Group · 1 month ago

Client Manager, Retirement - Financial Services East

Bethesda, Maryland, US

Full-time

Hybrid

Entry, Mid Level

$70K/yr - $75K/yr

1+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in various risk management strategies. As a Retirement Plan Client Manager, you will support the Retirement Plan Consultant and Plan Sponsors, ensuring high-quality client service and proactive problem resolution.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

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

Qualification

Series 65 certificationRetirement Plan experienceMicrosoft Office SuiteCustomer service skillsProblem-solving skills

Required

Ability to obtain Series 65 within 90 days of employment

1-3 years of experience in a financial services environment

Effective problem-solving skills to resolve client questions

Organize, manage, and track multiple tasks in a fast-paced environment

Professional, service-oriented demeanor

Detail oriented to ensure accuracy of reports, correspondence, and tracking reports

Serve as a role model and lead others in providing a high level of customer service

Demonstrate excellent work ethic

Communicate effectively, both orally and in writing, with all levels of the organization

Ability to work collaboratively as well as independently within a team environment

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Ability to learn any other appropriate program or software system used by the firm as necessary

Preferred

Bachelor's Degree preferred

Retirement Plan experience preferred

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees