Client Service Manager

About the Role

We are seeking an exceptionally organized and client-centric individual to join our wealth management team in Madison, 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.

Responsibilities

• Serve as one of the primary points of contact for all service-related needs of wealth management clients, ensuring smooth transactions and maintaining exceptional client relationships.
• 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.

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, such as 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.

About Us

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.

Communication and Education are key to Annex Wealth Management’s growth. We are active on multiple platforms, including YouTube, podcasts, and radio shows such as “Money Talk” on WTMJ, “The Investment Show” on WISN, and “The Annex Wealth Management Show” on WHBY and WFSX.

We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees highlight our vibrant culture and engaged teams as two of our best features.

Core Values

• Knowledge
• Accountability
• Integrity
• Courage
• Respect
• Ownership

At Annex Wealth Management, our values guide how we work every day. We're looking for positive, talented individuals who naturally embody these principles in their work and interactions.

Benefits

• Medical, Dental, and Vision Insurance: Comprehensive health benefits package.
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution.
• Company Events: Celebrate wins and create connections through get-togethers, our Annual Picnic, or company milestones.
• Professional Growth: Opportunities for development and career advancement.