Client Relationship Manager

About 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