Client Service Manager
About The Position
We are seeking an exceptionally organized and client-centric individual to join our wealth management team in Brookfield, 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. Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.
Requirements
- Experience: Two plus years of experience in a client-facing role, preferably within an investment brokerage, advisory, or wealth management firm
- Financial Knowledge: Working knowledge of financial planning, investment, and insurance fields. Experience with industry tools, i.e., financial planning and investment software systems and CRM, is preferred
- Work Style: Detail oriented, resourceful, and able to multi-task effectively while remaining extremely organized—key to success in this role
- Communication & Interpersonal Skills: Strong organizational and interpersonal skills are essential for maintaining and building client relationships
- Team Fit: 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
- Client Service & Inquiry Resolution: 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.
- Client Relationship Coordination: Coordinate and follow through on account inquiry, transaction, financial planning, and maintenance requests throughout the client relationship. This includes determining necessary documentation and forms, appropriate follow-through, and accurately communicating expectations.
- Administrative & Proactive Support: Proactively take responsibility for preparing client reviews, maintaining accurate client records, and managing outgoing client communications.
- Team Collaboration: Work in a team-oriented environment to deliver high-quality, personalized wealth management services.
Benefits
- Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
- Life & Disability Insurance
- Paid Time Off (PTO)
- 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
- Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones
- Opportunities for professional growth and development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
