Client Service Manager

<p> </p> <h2 class="job-title">Client Service Manager</h2> <h3>Multiple Locations in WI</h3> <div class="col-xs-12 no-horiz-padding"> <p><em><strong>Are you an organized, client-focused individual ready to be a primary point of contact for clients?</strong></em><br><br></p> <p><strong>Client Service Manager</strong></p> <p>We are seeking an exceptionally <strong>organized</strong> and <strong>client-centric</strong> individual to join our wealth management team in <strong>one of our Wisconsin branches</strong>. 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.</p> <p> </p> <p><u><strong>What You’ll Do</strong></u></p> <p>The primary purpose of this role is to be one of the <strong>primary points of contact</strong> for all service-related needs of a wealth management client, ensuring smooth transactions and maintaining exceptional client relationships.</p> <ul> <li><strong>Client Service & Inquiry Resolution:</strong> 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.</li> <li><strong>Client Relationship Coordination:</strong> 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.</li> <li><strong>Administrative & Proactive Support:</strong> Proactively take responsibility for preparing client reviews, maintaining accurate client records, and managing outgoing client communications.</li> <li><strong>Team Collaboration:</strong> Work in a team-oriented environment to deliver high-quality, personalized wealth management services.</li> </ul> <p> </p> <h3><u><strong>Annex Wealth Management</strong></u> <strong>– Know the Difference</strong></h3> <p>Join Our Growing Team!</p> Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our <u>vibrant culture</u> and <u>engaged teams</u> as two of our best features!<br> <p>Annex Wealth Management is a privately held, full-service advisory and wealth management firm 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.</p> <br> <p>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.</p> <p>At Annex Wealth Management, our values aren’t just words – they guide how we work every day:</p> <ul> <li><strong>Knowledge</strong></li> <li><strong>Accountability</strong></li> <li><strong>Integrity</strong></li> <li><strong>Courage</strong></li> <li><strong>Respect</strong></li> <li><strong>Ownership</strong></li> </ul> <p><strong>Does this resonate with you?</strong> We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you.</p> <p> </p> </div> <div class="col-xs-12 no-horiz-padding"> <p class="drawer-body-p"> </p> <h3><u><strong>What You’ll Need to Succeed</strong></u></h3> <p> </p> <ul> <li><strong>Experience: </strong>Two plus years of experience in a client-facing role, preferably within an investment brokerage, advisory, or wealth management firm</li> <li><strong>Financial Knowledge: </strong>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</li> <li><strong>Work Style: </strong>Detail oriented, resourceful, and able to multi-task effectively while remaining extremely organized—key to success in this role</li> <li><strong>Communication & Interpersonal Skills: </strong>Strong organizational and interpersonal skills are essential for maintaining and building client relationships</li> <li><strong>Team Fit: </strong>Enjoy working in a fast-paced team environment</li> </ul> <p> </p> <p> </p> <h3><u><strong>Comprehensive Benefits</strong></u></h3> <p>We deeply value your leadership, talent, time, and commitment. In return, we offer a