Wittenberg Investments Inc. · 2 days ago
Client Relationship Specialist
Detroit Metro
Full-time
Onsite
Entry, Mid Level
2+ years expWittenberg Investments Inc. is an independent, fee-only wealth management firm providing personalized investment management and financial planning. The Client Relationship Specialist will serve as a primary point of contact for clients, assisting with inquiries and maintaining relationships to ensure a seamless client experience.
Financial Services
Responsibilities
Build and maintain strong relationships with clients by providing attentive, personalized service
Act as the primary contact for client inquiries, addressing questions and concerns professionally and promptly
Understand clients’ financial goals and work with the team to provide solutions that help them achieve these objectives
Coordinate with investment advisors and other team members to ensure clients receive timely and accurate information
Maintain organized and up-to-date client records, ensuring accuracy and confidentiality
Stay informed about industry trends, market updates, and financial products to provide relevant guidance
Assist with onboarding new clients, including account setup and introductory meetings
Support internal initiatives and contribute to enhancing the overall client experience
Qualification
Required
Minimum of 2+ years of experience in wealth management, financial services, investment advisory, or related client‑facing role
Strong proficiency in CRM systems (Advyzon, Wealthbox, Salesforce) and Microsoft Office
Excellent communication and interpersonal skills, with the ability to build and maintain trusted client relationships
Demonstrated ability to prioritize, manage multiple tasks, and deliver high‑quality work with attention to detail
Professional, proactive approach and strong problem‑solving capabilities
FINRA Series 65 required (or ability to obtain within a defined timeframe)
Ability to work collaboratively across teams to support operational excellence and superior client experience
Preferred
Bachelor's degree in Finance, Business, Economics, or related field
Benefits
Health insurance
401(k) matching
Professional development opportunities
Company
Wittenberg Investments Inc.
Wittenberg Investments is an independent, fee-only wealth management firm providing comprehensive investment management and financial planning services to individuals, families, foundations, and institutions.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase