08/13/2026
The Associate Client Manager serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts. PRIMARY RESPONSIBILITIES: Responsible for assisting in maintenance of appropriate client relationships through customer service so clients achieve their desired business outcomes via software and services. Responsible for risk identification and evaluation of client accounts, and escalating concerns to senior colleague. Responsible for the collaboration, communication, and execution of service to ensure service standards are met. Oversight of system data entry and processing. Responsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues....
The Baldwin Group
Branchburg, NJ
Full Time
