Client Relationship Manager
Wittenberg Investments Inc., Southfield, Michigan, United States, 48076
Wittenberg Investments Inc. is an independent, fee-only wealth management firm specializing in investment management and financial planning for individuals, families, foundations, and institutions. With headquarters in Southfield, Michigan, and Palm Beach, Florida, the firm provides a personalized approach to clients nationwide. Dedicated to simplifying financial lives, Wittenberg Investments offers objective advice tailored to clients' best interests without accepting commissions. Experienced professionals partner with clients to address complex financial needs, offering clarity, confidence, and long-term financial security.
Role Description As a full-time Client Relationship Manager, you will work on-site at the Southfield, MI office. In this role, you will manage and develop client relationships, act as a key point of contact, provide exceptional service, and assist in delivering personalized financial planning and investment management solutions. Responsibilities include coordinating meetings, addressing client inquiries, managing account openings, and facilitating communication between clients and team members to ensure their needs and goals are met.
Qualifications
Strong interpersonal and relationship-building skills with the 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
Experience with CRM software and financial tools is an advantage
Bachelor's degree in Finance, Business Administration, or a related field preferred
Licenses such as Series 65 or CFP designation are desirable
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Role Description As a full-time Client Relationship Manager, you will work on-site at the Southfield, MI office. In this role, you will manage and develop client relationships, act as a key point of contact, provide exceptional service, and assist in delivering personalized financial planning and investment management solutions. Responsibilities include coordinating meetings, addressing client inquiries, managing account openings, and facilitating communication between clients and team members to ensure their needs and goals are met.
Qualifications
Strong interpersonal and relationship-building skills with the 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
Experience with CRM software and financial tools is an advantage
Bachelor's degree in Finance, Business Administration, or a related field preferred
Licenses such as Series 65 or CFP designation are desirable
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