Client Service Manager - Madison or Delafield
About the role
Are you an organized, client-focused individual ready to be a primary point of contact for clients? Client Service Manager We are seeking an exceptionally organized and client-centric individual to join our wealth management team in Madison or Delafield, 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. Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. Core Values At Annex Wealth Management, our values aren’t just words – they guide how we work every day: Knowledge Accountability Integrity Courage Respect Ownership Does this resonate with you