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Client Service Lead - Player-Coach
Job in
Delafield, Waukesha County, Wisconsin, 53018, USA
Listed on 2026-08-12
Listing for:
Annex Wealth Management, LLC.
Full Time
position Listed on 2026-08-12
Job specializations:
-
Management
Client Relationship Management -
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
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.
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