Associate Client Manager, Retirement -The Baldwin Group Wealth Advisors
- The Baldwin Group
- Irvine, California, US
Job Description
Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a n Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
PRIMARY RESPONSIBILTIES:
Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines
Update and generate weekly reports utilizing the CRM and MS Office
Maintain/update CRM and Department tracking sheets on a real time basis
Data gathering for surveys
Offer additional support in facilitating RFP's from various vendors through the RPAG system
Build up subject matter expertise through self study (ex. designations, licensing), industry partner interactions, and client interaction
Special projects as needed
EDUCATION AND EXPERIENCE:
Bachelor's Degree preferred.
2-4 years of working experience in customer service in the financial services industry or analytical role preferred.
Working knowledge of mutual funds. Working knowledge of 401(k), preferred but not required. Strong written and oral communication skills.
Must be willing to obtain the appropriate FINRA licensing within the first 90 days of hire.
SKILLS AND ABILITIES:
Excellent customer services skills.
Extremely detail oriented, exceptional follow through, and reliable in all aspects.
Strong interest in learning about the retirement plan industry.
Interest in pursuing advanced designations and securities licensing. Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook • Prior experience with CRM software
Familiarity with RPAG investment analysis software, preferred but not required
LOCATION:
Hybrid position, minimum 3 days in office
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
Annual salary is $70,000+ and is negotiable upon time of offer.
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IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
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