Wittenberg Investments Inc. · 13 hours ago
Client Relationship Manager
Southfield, MI
Full-time
Onsite
Mid LevelWittenberg Investments Inc. is an independent wealth management firm specializing in investment management and financial planning. The Client Relationship Manager will manage and develop client relationships, provide exceptional service, and assist in delivering personalized financial planning and investment management solutions.
Financial Services
Hiring Manager
Ken Wittenberg
Responsibilities
Manage and develop client relationships
Act as a key point of contact
Provide exceptional service
Assist in delivering personalized financial planning and investment management solutions
Coordinate meetings
Address client inquiries
Manage account openings
Facilitate communication between clients and team members to ensure their needs and goals are met
Qualification
Required
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
Preferred
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
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.
Founded in 2018
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase