Wealth Managment Financial Industry Client Relationship Manager - (Birmingham, MI)

Job details CLIENT RELATIONSHIP We are looking for a collaborative Client Relationship Manager that can provide comprehensive support to a successful and quick paced financial planning team located in Birmingham, MI. A min of 5 yrs Wealth Management industry background is required. The perfect applicant will be interested and competent in gathering and analyzing client data, helping to prepare financial plans and analysis, data collection, and assisting in client transactions. The ideal candidate is well versed in the Financial Services Industry, and will be responsible for a book of clients where they will work with the team and Financial Advisor to conduct client reviews. This team player will be the main point of contact for approx 70 clients, and will work with the lead advisor on new client relationships. The employer is a well-established financial planning practice with its parent office located in Birmingham Michigan, and additional offices in Fort Lauderdale, FL, Mishawaka, Indiana and NYC, NY.