Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Manager, Client Support overseeing administrative operations and resource allocation for CPIC management. Providing leadership to support specialists while ensuring client service excellence.
Responsibilities
- Manage daily activities and coordinate resources as the primary point of contact for CPIC administrative matters.
- Work closely with the Managing Director to develop tailored procedures and oversee headcount and resource allocation.
- Provide leadership and oversight to the Associate-level employees supporting Investment Counsellors.
- Ensure effective consultation and service to internal and external clients.
Requirements
- Experience in the brokerage industry
- Strong organizational, administrative, and decision-making skills
- Understanding of Private Wealth Management strategies
- Excellent interpersonal, communication, and influencing skills
- Ability to work independently and adapt flexibly in a dynamic environment
- Proven track record of managing multiple priorities effectively.
Benefits
- competitive salary
- incentive pay
- banking benefits
- benefits program*
- defined benefit pension plan*
- employee share purchase plan
- vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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