Financial Service Specialist, Wealth Management

Financial Service Specialist, Wealth Management

The Baldwin Group seeks a dedicated Financial Services Specialist to collaborate with the Director of Financial Services and manage the full spectrum of investment and wealth management client relationships on behalf of the Company, investment advisors, and clients.

• Work with financial advisors and clients to open accounts, review account features, and service existing accounts, including execution of investment transactions, transfers, rollovers, renewals, and account closings.
• Respond to client queries, requests, and investment or wealth management issues; proactively research and resolve concerns relating to statements, deposits, checks, and EFT transactions.
• Prepare associates and coach colleagues regarding prospect and client investment reviews.
• Establish and configure accounts using investment and wealth management software.
• Manage individual life, disability, and long‑term care processes, including quotes, applications, policy preparation, delivery, customer service, issue resolution, and process reporting.
• Scan and electronically file investment, wealth management, and individual insurance‑related documents.

• 1 year of experience in the financial industry required; 1+ years preferred.
• None required for certifications or licenses.

• Excellent customer service experience and customer management skills.
• Adaptability to change and proactive mindset in a rapid growth environment.
• Analytical problem‑solving and decision‑making ability.
• Collaborative relationship building across internal and external partners.
• Strong communication skills, both verbal and written.
• Initiative and ability to propose solutions proactively.
• Organizational and time‑management skills with strong attention to detail.
• Team orientation and interpersonal skills.
• Alignment with the company’s core values and culture.

• Experience with Customer Relationship Management (CRM) systems.
• Experience with investment and wealth management software platforms (e.g., eMoney) required.
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to learn any other relevant program or software system used by the firm as necessary.

• This role’s primary duties do not include the exercise of discretion and independent judgment with respect to matters of significance.

• Fast‑paced multi‑tasking environment.
• Travel may be required.

• 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.

• 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.

The starting pay is $27/hour and is negotiable upon time of hire.