The Baldwin Group Wealth Advisors
Retirement Plan Industry
AssociateClientManager,Retirement
“Associate Client Manager, Retirement at The Baldwin Group Wealth Advisors. Skills: Client Management, Financial Services, Retirement Plans. Generate and coordinate client deliverables. Update and generate weekly reports”
What You'll Achieve.
client satisfaction; client retention
Industry & Context.
What They're Looking For.
Must Have
FINRA licensing within the first 90 days of hire
Nice to Have
Bachelor's Degree, working experience in customer service in the financial services industry or analytical role, Working knowledge of 401(k), Familiarity with RPAG investment analysis software
What You'll Do.
Generate and coordinate client deliverables
Update and generate weekly reports
Data gathering for surveys
Support facilitating RFP's
Build subject matter expertise
Special projects as needed
How You'll Work.
Communication Scope
written communication skills; oral communication skills
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