Client Service Manager

Description

Client Service Manager Brookfield, WI (On-Site)

Description

Client Service Manager Brookfield, WI (On-Site)

Are you an organized, client-focused individual ready to be a primary point of contact for clients?

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.

The primary purpose of this role is to be one of the primary points of contact for all service-related needs of a wealth management client, 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.

• 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

Join Our Growing Team at our Brookfield Headquarters!

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 vibrant culture and engaged teams as two of our best features!

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 You Tube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.

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

We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to…