Client Service Manager - Brookfield

Annex Wealth Management LLC • Brookfield, WI

10d • Onsite

About The Position

Annex Wealth Management is seeking an organized, client-focused Client Service Manager for its Brookfield, Wisconsin headquarters. This on-site role serves as a primary contact for wealth management clients’ service needs, managing transactions and inquiries while building and maintaining personalized client relationships. The position coordinates account, transaction, financial planning, and maintenance requests throughout the client relationship, including determining required forms and documentation, following through appropriately, and communicating expectations accurately. It also provides proactive administrative support by preparing client reviews, maintaining accurate client records, and managing outgoing communications. The manager works collaboratively with clients, advisors, operations staff, custodians, and other team members to provide high-quality wealth management service.

Annex Wealth Management is a privately held, full-service registered investment advisor and fiduciary serving individuals, families, and businesses. Its team includes professionals with expertise and credentials in investment, tax, insurance, and estate planning. The company highlights its collaborative culture, core values of Knowledge, Accountability, Integrity, Courage, Respect, and Ownership, and its recognition as a seven-time Milwaukee Journal Sentinel Top Workplace.

Requirements

• At least two years of experience in a client-facing role.
• Working knowledge of financial planning, investment, and insurance fields.
• Strong organizational and interpersonal skills for maintaining and building client relationships.
• Detail-oriented, resourceful, and able to multitask while remaining highly organized.
• Enjoy working in a fast-paced, team-oriented environment.

Nice To Haves

• Client-facing experience within an investment brokerage, advisory, or wealth management firm.
• Experience with industry tools such as financial planning and investment software systems and CRM.

Responsibilities

• Serve as a primary point of contact for clients’ service-related needs.
• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with policies and procedures.
• Research, follow up on, and resolve client inquiries and requests through interaction with clients, advisors, operations staff, custodians, and others.
• Coordinate and follow through on account inquiries, transactions, financial planning requests, and account maintenance throughout the client relationship.
• Determine necessary 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.

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