The Baldwin Group

Client Manager, Retirement Plans

The Baldwin Group

full-time

Posted on:

Location Type: Hybrid

Location: Birmingham • Alabama • Florida • United States

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Salary

💰 $75,000 per year

About the role

  • Communicate, coordinate and support a team approach to client service.
  • Interact daily on the telephone with existing clients, handling basic inquiries and addressing service requests.
  • Process and follow up on client documentation for proper maintenance of accounts.
  • Account maintenance functions through internal CRM-Salesforce and RPAG.
  • Schedule, prepare for and facilitate committee meetings and participant education delivered at client locations or virtually.

Requirements

  • Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
  • Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.
  • Advanced industry designations such as AIF®, CFP®, CPFA®, CEBS®, C(k)P® or similar are strongly preferred.
  • Minimum of 2 years’ retirement plan experience is required; 3 years is preferred.
  • Proven track record in client retention within the group retirement or institutional market.
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client serviceaccount maintenanceclient documentation processingretirement plan experience
Soft Skills
communicationcoordinationsupportinterpersonal skills
Certifications
Series 65Series 66AIF®CFP®CPFA®CEBS®C(k)P®