Associate Client Manager, Retirement

2 weeks ago


Irvine, United States Baldwin Risk Partners Full time

PERCENTAGE OF TIME PER PRIMARYRESPONSIBILITY:Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines (50%) - Pitch decks - Investment reviews - Plan reviews. Update and generate weekly Wealth Advisor, Manager, Associate, Retirement, Advisor, Wealth, Retail


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