Client Service Manager - Appleton

Annex Wealth Management•Appleton, WI

18h•Onsite

About The Position

We are seeking an exceptionally organized and client-centric individual to join our wealth management team in Appleton, WI. In this role, you'll combine your financial knowledge with your excellent client service skills to manage daily client transactions, resolve inquiries, and proactively build strong, personalized client relationships. The primary purpose of this role is to be one of the primary points of contact for all service-related needs of a wealth management client, ensuring smooth transactions and maintaining exceptional client relationships.

Requirements

Two plus years of experience in a client-facing role, preferably within an investment brokerage, advisory, or wealth management firm
Working knowledge of financial planning, investment, and insurance fields.
Detail oriented, resourceful, and able to multi-task effectively while remaining extremely organized
Strong organizational and interpersonal skills are essential for maintaining and building client relationships
Enjoy working in a fast-paced team environment

Nice To Haves

Experience with industry tools, i.e., financial planning and investment software systems and CRM, is preferred

Responsibilities

Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
Research, follow-up, and resolve client inquiries and requests through effective interaction with clients, advisors, operations staff, custodians, etc.
Coordinate and follow through on account inquiry, transaction, financial planning, and maintenance requests throughout the client relationship.
Determine necessary documentation and forms, appropriate follow-through, and accurately communicating expectations.
Proactively take responsibility for preparing client reviews, maintaining accurate client records, and managing outgoing client communications.
Work in a team-oriented environment to deliver high-quality, personalized wealth management services.