Client Manager, Retirement Plans - The Baldwin Financial Services

The Baldwin Group

Jacksonville, Florida, US
Hybrid
1-3 years financial services experience
Series 65 or 65 equivalent license
Crm software proficiency required
The role involves providing proactive support to retirement plan consultants and sponsors while maintaining high client satisfaction

Job Summary

  • The role involves providing proactive support to retirement plan consultants and sponsors while maintaining high client satisfaction.
  • Responsibilities include advising fiduciaries on investment selection, conducting participant education seminars, and generating accurate quarterly reports.
  • The position requires a detail-oriented professional capable of managing fast-paced quarter-end deadlines in a hybrid work environment.

Matching Summary

The role involves providing proactive support to retirement plan consultants and sponsors while maintaining high client satisfaction.

Skills & Requirements

Must-have

  • 1-3 years financial services experience
  • Series 65 or 65 equivalent license
  • CRM software proficiency required

Nice-to-have

  • Institutional retirement plan experience
  • CPFA, AIF, QKA, or CFP designation
  • Redtail or Salesforce familiarity

Key Requirements

  • Bachelor's degree preferred
  • Series 65 or 66 license required
  • 1-3 years industry experience

Work Rights

Not specified

Tailored Resume

Cover Letter