The Baldwin Group
Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors
Irvine, California, US
Sponsorship not specifiedDetected 6 days ago
SalesforceCRMCustomer SupportCommunicationMicrosoft OfficeMicrosoft Teams
About the role
- The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations.
- We pride ourselves in being a high-touch organization that is highly competent, proactive, and responsive.
- Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager.
Responsibilities
- Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
- Offer additional support in facilitating RFP's from various vendors
Requirements
- 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.
- 1-3 years of experience in the financial services industry required.
- Bachelor's degree preferred.
Skills
- Working knowledge of investment analytics ( i.e. mutual funds, CIT's, subaccounts, etc.)
- Polished written and oral communication skills
- Familiarity with RPAG investment analysis software helpful but not required
- Prior experience with CRM software (Redtail and Salesforce a plus )
- A proven track record of excellent customer service
- Intermediate level knowledge of MS Office - Word, Ex c el, PowerPoint, Outlook
- Extremely detail oriented, proactive, and reliable in all aspects
- Working knowledge of facilitating virtual meetings via Microsoft Teams
Compensation
- starts at $75,000+ annually and is negotiable at time of offer.
Benefits
- Conduct participant education meetings and seminars, including one-on-one consultations
- Experience with institutional retirement plans a plus but not required.
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