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Client Service Player‑Coach Leader

Job in Delafield, Waukesha County, Wisconsin, 53018, USA
Listing for: Annex Wealth Management
Full Time position
Listed on 2026-08-11
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Management
  • Management
    Client Relationship Management
Salary/Wage Range or Industry Benchmark: 75000 - 105000 USD Yearly USD 75000.00 105000.00 YEAR
Job Description & How to Apply Below

Annex Wealth Management seeks a Supervisor of Client Service to lead and work alongside the Client Service team, elevating service quality and cross‑department collaboration. This player‑coach role blends hands-on client engagement with coaching, training, and performance improvement to meet ambitious client outcomes.

Responsibilities include guiding day‑to‑day execution, ensuring compliance, coordinating training, and driving team performance across the client service function.

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