Supervisor of Client Service

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.

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.

The Supervisor of Client Service leads and develops the Client Service team to deliver an exceptional client experience. This role focuses on coaching, training, and optimizing team performance, ensuring smooth operations and strong collaboration across departments. Ultimately, the Supervisor drives team goals and contributes to the firm s overall success through mentorship and clear communication.

• Elevate Client Service
  
  Experience:
  
  Provide expert guidance, coaching, and development to the Client Service team.
• Optimize Team Performance:
  Oversee employee development through coaching, evaluating performance, and managing overall team dynamics to optimize productivity and morale.
• Proactive Problem-Solving:
  Proactively identify opportunities for the team to be enhanced, new offerings/processes, and troubleshooting.
• Operational Efficiency:
  Maintain high standards of compliance and operational efficiency, owning deadlines and assisting others with theirs.
• Process Development & Coordination:
  Coordinate training and training materials, facilitate escalation and problem-solving, and lead projects and team initiatives.
• Interdepartmental
  
  Collaboration:
  
  Understand interdepartmental connections and downstream impact, fostering strong collaboration with other team leaders to impact team members and enhance performance/relationships.
• Communication & Leadership:
  Exhibit a high level of communication competency with internal and external groups, structure complex communication messages, influence others to achieve team goals, and coach/mentor others within the immediate team.
• Talent Management:
  Have HR/personnel responsibilities including assisting with growth plans, training, goal setting, and individual team growth plans for direct reports.
• Accountability:
  Personal responsibility for overdue tasks at or below team average; responsible for the successful execution of the Client Service Management function for assigned direct reports in all facets of the role, including all HR functions (e.g., attendance, communication, team collaboration, and attitude/morale).

• Leadership & Coaching
  
  Experience:
  
  Proven ability to provide expert guidance, coaching, and development to a team.
• Communication Mastery:
  High level of communication competency with internal and external groups; ability to structure complex communication messages.
• Problem-Solving & Innovation:
  Proactive identification of opportunities for enhancement, new offerings/processes, and troubleshooting; takes initiative on new ideas.
• Organizational Skills & Accountability:
  Ability to manage deadlines, assist others, and maintain personal responsibility for tasks.
• Interpersonal Skills:
  Strong ability to influence others, foster collaboration, and manage team dynamics.
• Talent Development Focus:
  Experience in overseeing employee development, evaluating performance, and managing HR/personnel responsibilities.
• Adaptability:
  Identifies and proposes strategies to problems impacting the team and gets buy-in on solutions.
• Professionalism:
  Ensures decisions are communicated at the right time to the right people in the right format.

• Benefits:
  Medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan:
  Employer contributions
• Company Events:
  Celebrating wins and creating connections through gatherings, annual picnic, or milestones
• Opportunities for professional growth and development
• Summer hours

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.

• Seniority level:
  Mid-Senior level
• Employment type:
  
  Full-time
• Job function:
  Other