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© All Rights Reserved. ApplyBlast.com
The Baldwin Group
The Financial Services Specialist manages investment and wealth management client relationships on behalf of the company and investment advisors. This role handles incoming client contact, reviews investment orders, and ensures transactions are executed correctly and in a timely manner. The position also involves opening and servicing accounts, resolving client queries, and managing insurance processes.
Headquarters
Tampa, Florida, United States
Company Size
1001-5000 employees
Founded
2011
We offer tailored insurance and risk management solutions for individuals, families & businesses. Empower yourself with peace of mind. Contact us today.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for The Baldwin Group.
18% below the average for this role
