Retirement Plan Client Advisor
Listed on 2026-11-01
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Finance & Banking
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Customer Service/HelpDesk
The Baldwin Group is seeking a Retirement Plan Client Manager to join our Financial Services team. You will provide proactive support to the Retirement Plan Consultant and plan sponsors, acting as the initial point of contact to identify, research and resolve client questions while delivering the highest level of service.
Daily duties include coordinating communications, handling service requests, processing documentation for accounts, and maintaining records in Salesforce and RPAG.
We are seeking a motivated Retirement Plan Client Advisor to join The-Baldwin-Group in United States.
For the Retirement Plan Client Advisor position at The-Baldwin-Group, we are reviewing applications now.
Step into the Retirement Plan Client Advisor role at The-Baldwin-Group in United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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