Client Manager, Retirement - Financial Services

Summary

The Baldwin Group is an entrepreneur-led insurance brokerage firm providing commercial insurance, employee benefits, asset and income protection, and risk management services. The Retirement Plan Client Manager supports Retirement Plan Consultants and Plan Sponsors by providing client service, managing account documentation and CRM maintenance, coordinating meetings and education sessions, resolving client requests, and supporting retirement plan strategy discussions.

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

• • Ability to obtain Series 65 within 90 days of employment
• • 1-3 years of experience in a financial services environment, Retirement Plan experience preferred
• • 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
• • Fast paced multi-tasking environment
• • 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
• • Bachelor's Degree preferred
• • Retirement Plan experience preferred

Qualifications

Must Haves

• • Ability to obtain Series 65 within 90 days of employment
• • 1-3 years of experience in a financial services environment, Retirement Plan experience preferred
• • 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
• • Fast paced multi-tasking environment
• • 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

Nice to Haves

• • Bachelor's Degree preferred
• • Retirement Plan experience preferred