Top 369 Registrations manager Jobs in Jacksonville, Fl

Client Manager, Retirement Plans - The Baldwin Financial Services
The Baldwin Group —Jacksonville, FL
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
Account Manager
Airgas —Jacksonville, FL
- Full-time
- Google Workspace
- Mid-level
- Driver's License
- Travel reimbursement
- Paid jury duty
5d
Program Director
Sevita —Jacksonville, FL
- $54,080 a year
- Weekends as needed
- Driver's License
- Bachelor's degree
- Travel
1d
Manager, Admissions Services
BROOKS REHABILITATION —Jacksonville, FL
- Full-time
- Skilled nursing facility
- Mid-level
- High school diploma or GED
- Paid time off
- Employee discount
Quick Apply
11d
Regional Administrative Manager
H2 Health —Jacksonville, FL
- Full-time
- Administrative experience
- Clinic
- Driver's License
- Health savings account
- Paid holidays
Quick Apply
Store Manager
Walgreens —Jacksonville, FL
- $50,000 - $120,000 a year
- Weekends as needed
- Merchandising
- Mid-level
- 3 years
- On-the-job training
Customer Care Manager II
Pulte Home Company, LLC —Jacksonville, FL
- Full-time
- Construction site
- Computer literacy
- Mid-level
District Aftersales Manager
Mitsubishi Motors North America, Inc. —Jacksonville, FL
- $90,000 - $100,000 a year
- ASE Certification
- Dealership
- Driver's License
- Paid holidays
- Health insurance
Alternate Site Manager - Operations Manager
Olgoonik Corporation —Jacksonville, FL
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Store Manager FT- Various Locations
GOODWILL OF NORTH FLORIDA —Jacksonville, FL
- $60,000 - $90,000 a year
- Weekends as needed
- Word processing
- Computer literacy
- Merchandising
Quick Apply
Operations Manager
U.S. Bank National Association —Jacksonville, FL
- $66,640 - $78,400 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Quality Manager
Smurfit Westrock —Jacksonville, FL
- Full-time
- Management
- 3 years
- High school diploma or GED
Construction Manager
Pulte Home Company, LLC —Jacksonville, FL
- Full-time
- Construction site
- Computer literacy
- Mid-level
Pharmacy Operations Manager
Walgreens —Jacksonville, FL
- $22.50 - $31.00 an hour
- Weekends as needed
- English
- Mid-level
- High school diploma or GED
- Continuing education credits
- Health insurance
Community Manager-in-Training
YES Communities —Jacksonville, FL
- $50,000 - $60,000 a year
- Full-time
- Inventory management
- Mid-level
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
Branch Manager Jacksonville North
JPMorganChase —Jacksonville, FL
- Weekends as needed
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
4d
Facilities Manager
Planet 13 —Saint Johns, FL
- $75,000 - $80,000 a year
- Full-time
- Sanitation
- Ability to lift 50 pounds
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Project Assistant
Terracon —Jacksonville, FL
- Mid-level
- High school diploma or GED
- Driver's License
- Paid holidays
- Health insurance
7d
Sales Support Manager
U.S. Bank National Association —Jacksonville, FL
- $86,360 - $101,600 a year
- Full-time
- 5 years
- Merchandising
- Office
- Paid holidays
- Disability insurance
Marine & Aviation Fleet Manager
Silver Sides LLC —Jacksonville, FL
- $100,000 - $140,000 a year
- Weekends as needed
- Hybrid work
- Microsoft Word
- Ability to lift 50 pounds
- Driver's License
Quick Apply

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Client Manager, Retirement Plans - The Baldwin Financial Services

The Baldwin Group -
Jacksonville, FL

Apply Now

Job Details

Full-time

Qualifications

Financial services customer support
Microsoft Excel
Microsoft Outlook
Research
Video conferencing software
Sales management systems proficiency
Microsoft Teams
Financial services
CRM system proficiency
Video conferences (communication methods)
Investment analysis
Video conferencing systems operation

Full 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. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.

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

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

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

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

EDUCATION AND EXPERIENCE REQUIREMENTS:

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.

OTHER REQUIREMENTS:

This role can by hybrid from Jacksonville, Tampa or Orlando, Florida

SPECIAL WORKING CONDITIONS:

Fast paced multi-tasking environment

IMPORTANT NOTICE:

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.

EEOC (STATEMENT):

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.

#LI-KC1

#LI-Hybrid

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

Refine Your Search

registrations manager jobs in jacksonville, fl

Client Manager, Retirement Plans - The Baldwin Financial Services

Account Manager

Program Director

Manager, Admissions Services

Regional Administrative Manager

Store Manager

Customer Care Manager II

District Aftersales Manager

Alternate Site Manager - Operations Manager

Store Manager FT- Various Locations

Operations Manager

Quality Manager

Construction Manager

Pharmacy Operations Manager

Community Manager-in-Training

Branch Manager Jacksonville North

Facilities Manager

Project Assistant

Sales Support Manager

Marine & Aviation Fleet Manager

I want to receive the latest job alert for registrations manager in jacksonville, fl

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