Client Service Manager - Headquarters

About the Role

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.

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, including determining necessary documentation and forms, appropriate follow-through, and accurately communicating expectations.
• Proactively prepare client reviews, maintain accurate client records, and manage outgoing client communications.
• Work in a team-oriented environment to deliver high-quality, personalized wealth management services.

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. Experience with industry tools, such as financial planning and investment software systems and CRM, is preferred.
• Detail-oriented, resourceful, and able to multi-task effectively while remaining extremely organized.
• Strong organizational and interpersonal skills for maintaining and building client relationships.
• Enjoy working in a fast-paced team environment.

Qualifications

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

Skills

• Strong organizational and interpersonal skills.
• Ability to multi-task and remain organized in a fast-paced environment.

Benefits

• Medical, dental, and vision insurance.
• 401(k) plan with employer contribution.
• Life and disability insurance.
• Paid Time Off (PTO).
• Company events, including get-togethers, Annual Picnic, and milestone celebrations.
• Opportunities for professional growth and development.

About Annex Wealth Management

Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach ensures clients interact with experienced professionals in investment, tax, insurance, estate planning, and more. We prioritize communication, education, and a positive culture, as evidenced by our seven-time receipt of the Milwaukee Journal Sentinel's Top Workplaces Award.

Core Values

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

Annex Wealth Management is an equal opportunity employer committed to a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs.