Client Manager, Retirement Plans - The Baldwin Group Financial Services

The Baldwin Group

Birmingham, Alabama, US
Base: $75,000; bonus/equity: not specified; benefi...
Hybrid
1-3 years of financial services experience
Working knowledge of investment analytics
Prior experience with crm software
The Baldwin Group is a high touch organization focused on client satisfaction and retention

Job Summary

  • The Baldwin Group is a high touch organization focused on client satisfaction and retention.
  • The Client Manager will serve as the initial point of contact for clients, resolving their issues with the highest level of service.
  • This role offers opportunities for professional growth within a fast-paced and supportive team environment.

Matching Summary

The Baldwin Group is a high touch organization focused on client satisfaction and retention.

Salary

Base: $75,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 1-3 years of financial services experience
  • Working knowledge of investment analytics
  • Prior experience with CRM software

Nice-to-have

  • Polished written and oral communication skills
  • Extremely detail oriented and proactive
  • Familiarity with RPAG investment analysis software

Key Requirements

  • Bachelor's degree preferred
  • Advanced industry designations preferred
  • Holds Series 65 or 66

Work Rights

Not specified

Tailored Resume

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