Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors

• 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. Quarter end is typically fast paced. 

• 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 

• Special projects as needed 

KNOWLEDGE, SKILLS & ABILITIES 

• 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, Excel, PowerPoint, Outlook 

• Extremely detail oriented, proactive, and reliable in all aspects 

• Working knowledge of facilitating virtual meetings via Microsoft Teams 

EDUCATION & EXPERIENCE 

• 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 p