Supervisor of Client Service

Annex Wealth Management • Delafield, WI

12d • Onsite

About The Position

The Supervisor of Client Service is a true player-coach who leads the team while actively working alongside them to deliver an exceptional client experience. This role blends hands-on client service with coaching, training, and elevating team performance, ensuring smooth operations and strong cross-department collaboration. By modeling best practices, guiding day-to-day execution, and fostering clear communication, the Supervisor strengthens the team, drives goals forward, and enhances the firm’s overall success.

Requirements

• Proven ability to provide expert guidance, coaching, and development to a team.
• High level of communication competency with internal and external groups; ability to structure complex communication messages.
• Proactive identification of opportunities for enhancement, new offerings/processes, and troubleshooting; takes initiative on new ideas.
• Ability to manage deadlines, assist others, and maintain personal responsibility for tasks.
• Strong ability to influence others, foster collaboration, and manage team dynamics.
• Experience in overseeing employee development, evaluating performance, and managing HR/personnel responsibilities.
• Identifies and proposes strategies to problems impacting the team and gets buy-in on solutions.
• Ensures decisions are communicated at the right time to the right people in the right format.

Responsibilities

• Provide expert guidance, coaching, and development to the Client Service team.
• Oversee employee development through coaching, evaluating performance, and managing overall team dynamics to optimize productivity and morale.
• Proactively identify opportunities for the team to be enhanced, new offerings/processes, and troubleshooting.
• Maintain high standards of compliance and operational efficiency, owning deadlines and assisting others with theirs.
• Coordinate training and training materials, facilitate escalation and problem-solving, and lead projects and team initiatives.
• Understand interdepartmental connections and downstream impact, fostering strong collaboration with other team leaders to impact team members and enhance performance/relationships.
• Exhibit a high level of communication competency with internal and external groups, structure complex communication messages, influence others to achieve team goals, and coach/mentor others within the immediate team.
• Have HR/personnel responsibilities including assisting with growth plans, training, goal setting, and individual team growth plans for direct reports.
• Personal responsibility for overdue tasks at or below team average; responsible for the successful execution of the Client Service Management function for assigned direct reports in all facets of the role, including all HR functions (e.g., attendance, communication, team collaboration, and attitude/morale).

Benefits

• medical, dental, and vision insurance
• 401(k) plan
• 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
• Paid parental leave
• 8.5 Paid Holidays
• Opportunities for professional growth and development
• Summer hours

What This Job Offers

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