Client Manager – Retirement, Financial Services

🔥 13 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🤝 Client Partner

🚫👨‍🎓 No degree required

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Communicate, coordinate, and support a team approach to client service • Interact daily by telephone with existing clients and recordkeepers, handling basic inquiries and service requests • Process and follow up on client documentation for account maintenance • Maintain account information in Salesforce CRM and RPAG • Schedule, prepare for, and facilitate committee meetings and participant education at client locations or virtually • Prepare review materials 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 assistance requests and resolve problems • Participate in retirement plan strategy discussions with colleagues and industry partners • Manage projects, educate plan participants, and act as vendor liaison • Perform other assigned duties and responsibilities

🎯 Requirements

• Ability to obtain Series 65 within 90 days of employment • Bachelor’s Degree preferred • 1-3 years of experience in a financial services environment; Retirement Plan experience preferred • Effective problem-solving skills • Ability to 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 • Ability to serve as a role model and lead others in providing a high level of customer service • Excellent work ethic • Ability to 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 other appropriate programs or software systems used by the firm

🏖️ Benefits

• Equal employment opportunity and nondiscrimination protections • Reasonable accommodation for medical or religious reasons