Associate Client Manager, Retirement -The Baldwin Group Wealth Advisors

Associate Client Manager – Retirement Plan Consulting Division The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice. The Retirement Plan Consulting division seeks an Associate Client Manager to assist with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401(k)) focusing on client satisfaction and retention. Primary Responsibilities Generate and coordinate client and prospective deliverables, emphasizing accuracy and meeting stringent deadlines. Update and generate weekly reports utilizing the CRM and MS Office. Maintain/update CRM and Department tracking sheets in real time. Gather data for surveys. Provide additional support in facilitating RFPs from various vendors through the RPAG system. Build up subject matter expertise through self-study (e.g., designations, licensing), industry partner interactions, and client interaction. Execute special projects as needed. Education & Experience Bachelor's Degree preferred. 2–4 years of experience in customer service within the financial services industry or an 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 & Abilities Excellent customer service skills. Highly 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. Compensation Annual salary is $70,000+ and is negotiable at the time of offer. Additional Information 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 needed or as required to support the organization. All requirements may be subject to reasonable accommodations for applicants or colleagues who need them for medical or religious reasons. Equal Employment Opportunity 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. #J-18808-Ljbffr