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    Client Manager, Wealth Services - Irvine, United States - Baldwin Risk Partners

    Baldwin Risk Partners
    Baldwin Risk Partners Irvine, United States

    2 weeks ago

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    Description
    Unique solutions come from a special team. We don't arrive at more personalized, comprehensive, and thoughtful solutions by accident-they're a product of our culture. The best way to better. The ingenuity of our process and depth of our partnerships is what turns our strategies from plans into results. We're committed to our local communities. Wherever you find a Burnham office, you'll find our team serving the local community.

    We take part in philanthropic events, provide financial support and in-kind donations, and volunteer our time and expertise to local causes, including United Way, Dogs for the Deaf, Insuring the Children, Women's Philanthropy, CASA, and many more.

    The Client Manager, Wealth Services, plays a crucial role in providing comprehensive support to firm clients in managing their wealth.

    The primary responsibilities of this role include scheduling and attending client meetings, managing client account information, and opening new accounts.

    Additionally, the Client Manager proactively resolves client inquiries and complaints, ensures compliance with regulations, and prepares performance, financial, and tax reports.

    The role also involves contributing to financial planning, building client relationships, assessing financial needs and risk profiles, providing market updates, and staying abreast of the latest regulations.

    Depending on the project, there may be management and supervisory responsibilities over junior staff, such as administrative assistants and Client Services Specialists.

    This role requires knowledge of customer service practices and procedures, strong organizational, and string analytical/problem solving skills50%Scheduling and attending client meetings.

    Managing client account information and updating client databasesDeveloping and maintaining records of client interactionsOpening new accounts30%Proactively resolving client complaints and queriesValidating client's instructions and/or ordersEnsuring compliance and regulatory requirements are met.

    Preparing regular performance, financial, and tax reports20%Contributing to the creation of financial plansDeveloping and managing relationships with clients and prospectsGathering clients' financial information and risk profilesIdentifying and assessing clients' financial needs, risk profiles, and objectives solutionsProviding relevant market/industry updates and research supportMaintaining a thorough understanding of the company's investment models and services.

    Staying up to date on the newest regulations and legislationKnowledge, Skills and Abilities:


    • Knowledge of customer service practices and procedures
    • Strong organizational and time management skills
    • Demonstrated problem-solving and analytical skills
    • Ability to multi-task and remain focused under pressure
    • Ability to communicate effectively in both verbal and written form
    • Ability to maintain strict confidentiality
    • Ability to build relationships with customers
    • Ability to work independently and within a team environmentSeries 65 requiredStarting pay: $66,400 to $98,900+#LI-MD1Click here for some insight into our culture
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