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Client Manager, Retirement Plans
The Baldwin GroupClient Manager focused on retirement plans and client satisfaction at Baldwin Group. Providing pro-active support and managing client relationships to enhance services.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
investment selectionplan provisionsstrategic recommendationsparticipant educationCRMreport generationRFP facilitationpitch deck creationcompetitive intelligence
Soft Skills
client supporttroubleshootingcommunicationattention to detailtime management
Tools & Technologies
CRM softwareMS Office
Certifications & Qualifications
CPFAAIFQKACFPSeries 65Series 66
Industry Keywords
financial servicesinstitutional retirement plans
About the role
Key responsibilities & impact- 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.
- Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
- Conduct participant education meetings and seminars, including one-on-one consultations
- Meticulously update CRM on a real time basis, and generate periodic departmental reports.
- Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines.
- Offer additional support in facilitating RFP’s from various vendors
- Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
- Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings
Requirements
What you’ll need- 1-3 years of experience in the financial services industry required.
- Experience with institutional retirement plans a plus but not required
- Bachelor’s degree preferred
- Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.
- Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements