Associate Client Manager, Retirement Plans

The Baldwin Group

Associate Client Manager assisting in retirement plan consulting for The Baldwin Group. Coordinating client deliverables and ensuring satisfaction with retirement plan sponsors.

Posted 6/5/2026full-timeIrvine • California • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 per yearWebsite

About the role

Key responsibilities & impact

Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines
Update and generate weekly reports utilizing the CRM and MS Office
Maintain/update CRM and Department tracking sheets on a real time basis
Data gathering for surveys
Offer additional support in facilitating RFP's from various vendors through the RPAG system
Build up subject matter expertise through self study (ex. designations, licensing), industry partner interactions, and client interaction
Special projects as needed

Requirements

What you’ll need

Bachelor's Degree preferred.
2-4 years of working experience in customer service in the financial services industry or 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.

Benefits

Comp & perks

Health insurance
Retirement plans
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data gatheringreport generationCRMMS OfficeRFP facilitationmutual funds knowledge401(k) knowledge

Soft Skills

accuracymeeting deadlinescommunication skills

Certifications

FINRA licensing