The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we've evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what's possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning-we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that's what The Baldwin Group will continue to do for years to come: we protect the possible.
The Associate Client Manager, Retirement will be working in support of client facing colleagues in addition to overall departmental goals and objectives.
PRIMARY RESPONSIBILTIES:

• 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

EDUCATION AND EXPERIENCE:

• 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.

SKILLS AND ABILITIES:

• Excellent customer services skills.
• Extremely detail oriented, exceptional follow through, and reliable in all aspects.
• Strong interest in learning about the retirement plan industry.
• Interest in pursuing advanced designations and securities licensing. Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook •Prior experience with CRM software
• Familiarity with RPAG investment analysis software, preferred but not required

LOCATION:

• Hybrid position, minimum 3 days in office

IMPORTANT NOTICE:

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Annual salary is $68,640+ and is negotiable upon time of offer.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.