PRIMARY RESPONSIBILITIES: 

• Communicate coordinate and support a team approach to client service. 

• Interact daily on the telephone with existing clients and recordkeepers, handling basic inquiries, and addressing service requests. 

• Process and follow up on client documentation for proper maintenance of accounts. 

• Account maintenance functions through internal CRM-Salesforce (plan provisions, contact details, etc.) and RPAG. 

• Schedule prepare for and facilitate committee meetings and participant education delivered at client locations or virtually. Prepare review material and coordinate plan review meetings for plan sponsors. 

• Prepare meeting minutes, identify follow-up items, and coordinate with necessary parties. 

• Create PowerPoint Presentations 

• Respond proactively and timely to client requests for assistance and problem resolution. 

• Perform other duties and responsibilities as assigned. 

• Participate in retirement plan strategy discussions with colleagues and industry partners to keep abreast of trends and changes. 

• Manage projects, educate plan participants, act as vendor liaison and other duties as assigned. 

EDUCATION AND EXPERIENCE REQUIREMENTS: 

• Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education. 

• Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.  

• Advanced industry designations such as AIF®, CFP®, CPFA®, CEBS®, C(k)P® or similar are strongly preferred. 

• Minimum of 2 years’ retirement plan experience is required; 3 years is preferred.  

• Proven track record in and client retention within the group retirement or institutional market. 

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: 

• Effective problem-solving skills to resolve client questions.  

• Organize, manage, and track multiple tasks in a fast-paced environment.  

• Professional, service-oriented demeanor.  

• Detail oriented to ensure accuracy of reports, correspondence, and tracking reports.  

• Serve as a role model and lead others in providing a high level of customer service.  

• Demonstrate excellent work ethic.  

• Communicate effectively, both orally and in writing, with all levels of the organization. 

• Ability to work collaboratively as well as independently within a team environment. 

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: 

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) 

• Ability to learn any other appropriate program or software system used by the firm as necessary 

OTHER REQUIREMENTS: 

This role can by hybrid from the following office locations: 

• Birmingham, Alabama 

• Houston, Texas 

• Jacksonville, Florida

SPECIAL WORKING CONDITIONS: 

Fast paced multi-tasking environment 

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): 

The Baldwin Group 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.