Retirement Plan Client Manager The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan ...
Retirement Plan Client Manager The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan ...
Summary Phillips Power is seeking a Client Manager to foster strong relationships with our clients, understand their needs, and ensure satisfaction for both parties. This role requires serving as the ...
Summary Phillips Power is seeking a Client Manager to foster strong relationships with our clients, understand their needs, and ensure satisfaction for both parties. This role requires serving as the ...
Summary Phillips Power is seeking a Client Manager to foster strong relationships with our clients, understand their needs, and ensure satisfaction for both parties. This role requires serving as the ...
Summary Phillips Power is seeking a Client Manager to foster strong relationships with our clients, understand their needs, and ensure satisfaction for both parties. This role requires serving as the ...
As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan ...
As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan ...
Position Summary The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic ...
Position Summary The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic ...
Position Summary The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic ...
Position Summary The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic ...
Health and Benefits Account Manager (Consumer Benefit Solutions)
Lake Mary, FL · On-site
$50K - $65K/yr
Serve as the client main point of contact for assigned cases * Assume role of Project Manager for assigned Enrollment Solutions deals * Work closely with Client Manager (CM) to understand all ...
Health and Benefits Account Manager (Consumer Benefit Solutions)
Lake Mary, FL · On-site
$50K - $65K/yr
Serve as the client main point of contact for assigned cases * Assume role of Project Manager for assigned Enrollment Solutions deals * Work closely with Client Manager (CM) to understand all ...
Health and Benefits Account Manager (Consumer Benefit Solutions)
Lake Mary, FL · On-site
$50K - $65K/yr
Serve as the client main point of contact for assigned cases * Assume role of Project Manager for assigned Enrollment Solutions deals * Work closely with Client Manager (CM) to understand all ...
Health and Benefits Account Manager (Consumer Benefit Solutions)
Lake Mary, FL · On-site
$50K - $65K/yr
Serve as the client main point of contact for assigned cases * Assume role of Project Manager for assigned Enrollment Solutions deals * Work closely with Client Manager (CM) to understand all ...
Health and Benefits Account Manager (Consumer Benefit Solutions)
Lake Mary, FL · Hybrid
$50K - $65K/yr
Serve as the client main point of contact for assigned cases * Assume role of Project Manager for assigned Enrollment Solutions deals * Work closely with Client Manager (CM) to understand all ...
Health and Benefits Account Manager (Consumer Benefit Solutions)
Lake Mary, FL · Hybrid
$50K - $65K/yr
Serve as the client main point of contact for assigned cases * Assume role of Project Manager for assigned Enrollment Solutions deals * Work closely with Client Manager (CM) to understand all ...
Client Relationship Manager
Orlando, FL · On-site
Position Summary The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing ...
Client Relationship Manager
Orlando, FL · On-site
Position Summary The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing ...
Client Relationship Manager
Orlando, FL · On-site
Position Summary The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing ...
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Client Relationship Manager
Orlando, FL · On-site
Position Summary The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing ...
Client Relationship Manager
Orlando, FL · On-site
Position Summary The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing ...
Client Relationship Manager
Orlando, FL · On-site
Position Summary The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing ...
Client Solutions Manager
Orlando, FL · On-site
$70 - $100/hr
Summary The Client Solutions Manager - Show Organizer Event Logistics is responsible for providing clients with a well-rounded planning and service experience. You will be the lead point of contact ...
Client Solutions Manager
Orlando, FL · On-site
$70 - $100/hr
Summary The Client Solutions Manager - Show Organizer Event Logistics is responsible for providing clients with a well-rounded planning and service experience. You will be the lead point of contact ...
Client Solutions Manager
Orlando, FL · On-site
Summary The Client Solutions Manager - Show Organizer Event Logistics is responsible for providing clients with a well-rounded planning and service experience. You will be the lead point of contact ...
Client Solutions Manager
Orlando, FL · On-site
Summary The Client Solutions Manager - Show Organizer Event Logistics is responsible for providing clients with a well-rounded planning and service experience. You will be the lead point of contact ...
Client Relationship Manager- On-site Winter Park, FL Are you a relationship-builder who thrives on turning warm leads into long-term partnerships? ZIO is seeking a proactive, detail-oriented Client ...
Client Relationship Manager- On-site Winter Park, FL Are you a relationship-builder who thrives on turning warm leads into long-term partnerships? ZIO is seeking a proactive, detail-oriented Client ...
JOB REQUISITION Client Solutions Manager LOCATION FL ORLANDO Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow your own client ...
JOB REQUISITION Client Solutions Manager LOCATION FL ORLANDO Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow your own client ...
JOB REQUISITION Client Solutions Manager LOCATION FL ORLANDO Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow your own client ...
JOB REQUISITION Client Solutions Manager LOCATION FL ORLANDO Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow your own client ...
Manager, Client Support
Orlando, FL · On-site
JOB SUMMARY As a Manager of Client Support your focus will be on managing specific Client Support Team Leads and Subject Matter expert teams. You will be responsible for the success of your team ...
Manager, Client Support
Orlando, FL · On-site
JOB SUMMARY As a Manager of Client Support your focus will be on managing specific Client Support Team Leads and Subject Matter expert teams. You will be responsible for the success of your team ...
BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Winter Park, FL Assistive Care Office . If you are looking for an exciting career opportunity in a growing ...
BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Winter Park, FL Assistive Care Office . If you are looking for an exciting career opportunity in a growing ...
Manager, Client Support
Orlando, FL · On-site
JOB SUMMARY As a Manager of Client Support your focus will be on managing specific Client Support Team Leads and Subject Matter expert teams. You will be responsible for the success of your team ...
Manager, Client Support
Orlando, FL · On-site
JOB SUMMARY As a Manager of Client Support your focus will be on managing specific Client Support Team Leads and Subject Matter expert teams. You will be responsible for the success of your team ...
Client Manager information
See Orlando, FL salary details
$30.8K - $37.1K
8% of jobs
$41.6K is the 25th percentile. Wages below this are outliers.
$37.1K - $43.4K
23% of jobs
$43.4K - $49.6K
6% of jobs
$49.6K - $55.9K
8% of jobs
The median wage is $57.2K / yr.
$55.9K - $62.2K
18% of jobs
$62.2K - $68.5K
8% of jobs
$70.1K is the 75th percentile. Wages above this are outliers.
$68.5K - $74.8K
9% of jobs
$74.8K - $81K
6% of jobs
$81K - $87.3K
3% of jobs
$87.3K - $93.6K
4% of jobs
$93.6K - $99.9K
4% of jobs
$30.8K
$61.7K
$99.9K
How much do client manager jobs pay per year?
What does a client manager do?
What are some common challenges client managers face when handling multiple client accounts simultaneously?
What are the key skills and qualifications needed to thrive as a client manager, and why are they important?
What is the difference between Client Manager vs Account Executive?
| Aspect | Client Manager | Account Executive |
|---|---|---|
| Primary Role | Maintains client relationships, ensures client satisfaction, manages ongoing accounts | Generates new business, acquires new clients, presents products/services |
| Required Skills | Customer service, communication, relationship management | Sales, negotiation, presentation skills |
| Work Environment | Long-term client engagement, account management teams | Sales pitches, client meetings, prospecting |
| Industry Usage | Common in consulting, marketing, tech | Common in sales, advertising, tech |
While both roles involve client interaction, a Client Manager focuses on maintaining and growing existing client relationships, ensuring satisfaction and retention. An Account Executive primarily works on acquiring new clients and closing sales. Understanding these differences helps in choosing the right career path or job search focus.
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The most popular types of Client jobs in Orlando, FL are:
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Other
Retirement
Re-posted 5 days ago
Job description
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service. You will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service.
Primary Responsibilities:- Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
- Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
- Conduct participant education meetings and seminars, including one-on-one consultations
- Meticulously update CRM on a real time basis, and generate periodic departmental reports.
- Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
- Offer additional support in facilitating RFP's from various vendors
- Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
- Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings
- Special projects as needed
- Working knowledge of investment analytics (i.e. mutual funds, CIT's, subaccounts, etc.)
- Polished written and oral communication skills
- Familiarity with RPAG investment analysis software helpful but not required
- Prior experience with CRM software (Redtail and Salesforce a plus)
- A proven track record of excellent customer service
- Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook
- Extremely detail oriented, proactive, and reliable in all aspects
- Working knowledge of facilitating virtual meetings via Microsoft Teams
- 1-3 years of experience in the financial services industry required. Experience with institutional retirement plans a plus but not required
- Bachelor's degree preferred
- Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.
- Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
This role can be hybrid from Jacksonville, Tampa or Orlando, Florida
Fast paced multi-tasking environment
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.
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.