Client Relationship Manager
Posted 3 months ago Expired
This job has expired
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Upload Your ResumeAbout This Role
Manage and develop client relationships for a fee-only wealth management firm, acting as a key point of contact and providing exceptional service to individuals, families, foundations, and institutions. This role involves assisting in delivering personalized financial planning and investment management solutions on-site in Southfield, MI.
Responsibilities
- Manage and develop client relationships
- Act as a key point of contact for clients
- Provide exceptional service to clients
- Assist in delivering personalized financial planning and investment management solutions
- Coordinate meetings for clients
- Address client inquiries
- Manage account openings
- Facilitate communication between clients and team members
Requirements
- Strong interpersonal and relationship-building skills
- Ability to effectively communicate with clients and team members
- Proficiency in client communication, account management, and problem-solving
- Knowledge of financial planning principles, investment management strategies, and wealth management processes
- Organized, detail-oriented, and capable of managing multiple priorities effectively
Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field preferred
Nice to Have
- Experience with CRM software and financial tools
- Series 65 license
- CFP designation
Skills
* Required skills
About Wittenberg Investments Inc.
Wittenberg Investments Inc. is an independent, fee-only wealth management firm specializing in investment management and financial planning for individuals, families, foundations, and institutions. They provide a personalized approach to clients nationwide, offering objective advice tailored to clie...