Client Service Manager - Madison

Description

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.

What You’ll Do

• 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.
• Cook up 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.
• 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.

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.

Core Values

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

Benefits

• Comprehensive Suite of Benefits: Medical, dental, and vision insurance, 401(k) plan, life and disability insurance, paid time off (PTO), and opportunities for professional growth and development.

Equal Employment Opportunity

We are committed to providing an environment where you can thrive and achieve your full potential. Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.