More jobs:
Client Service Player‑Coach Leader
Job in
Delafield, Waukesha County, Wisconsin, 53018, USA
Listed on 2026-08-11
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
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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