Client Service Manager - Brookfield

Annex Wealth Management • Brookfield, WI

10d • Onsite

About The Position

The Client Service Manager is a primary point of contact for service-related needs of wealth management clients. The role manages daily client transactions and inquiries, resolves requests, and builds strong, personalized client relationships while ensuring transactions are completed smoothly and in accordance with established policies and procedures.

The position coordinates account inquiries, transactions, financial planning requests, and account maintenance throughout the client relationship. It also involves preparing client reviews, maintaining accurate client records, and managing outgoing communications. The Client Service Manager works collaboratively with clients, advisors, operations staff, custodians, and other team members to provide high-quality, personalized wealth management services. This is an on-site role at the company’s Brookfield, Wisconsin headquarters.

Requirements

• At least two years of experience in a client-facing role; experience in an investment brokerage, advisory, or wealth management firm is preferred.
• Working knowledge of financial planning, investment, and insurance fields.
• Detail-oriented, resourceful, and able to multitask while remaining highly organized.
• Strong organizational and interpersonal skills.
• Able to work effectively in a fast-paced, team-oriented environment.

Nice To Haves

• Experience in an investment brokerage, advisory, or wealth management firm.
• Experience with industry tools, including financial planning and investment software systems and CRM.

Responsibilities

• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
• Research, follow up on, and resolve client inquiries and requests by interacting effectively with clients, advisors, operations staff, custodians, and others.
• Coordinate and follow through on account inquiries, transactions, financial planning requests, and account maintenance requests throughout the client relationship.
• Determine required documentation and forms, ensure appropriate follow-through, and communicate expectations accurately.
• Prepare client reviews, maintain accurate client records, and manage outgoing client communications.
• Collaborate with the team to deliver high-quality, personalized wealth management services.
• Build and maintain strong client relationships.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) plan with employer contribution
• Life insurance
• Disability insurance
• Paid time off (PTO)
• Company events, including get-togethers, an annual picnic, and company milestones
• Opportunities for professional growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed