Client Service Lead - Player-Coach
Listed on 2026-10-06
-
Customer Service/HelpDesk
Client Relationship Management -
Management
Client Relationship Management
Annex Wealth Management is seeking a Supervisor of Client Service in Wisconsin. You will lead the Client Service team while actively working alongside them to deliver an exceptional client experience, blending coaching, training, and hands-on client service.
You will guide day-to-day execution, set standards, and foster strong communication across departments to drive performance and client satisfaction.
This opportunity is for the Client Service Lead
- Player-Coach role at Annex Wealth Management, LLC.
Step into the Client Service Lead
- Player-Coach role at Annex Wealth Management, LLC. in Delafield, WI, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Delafield, WI, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).