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Client Service Associate - Path to Manager
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-26
Listing for:
Annex Wealth Management
Full Time
position Listed on 2026-06-26
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep
Job Description & How to Apply Below
Annex Wealth Management in Madison is seeking a Client Service Associate to support the client service team and grow into a future Client Service Manager. The ideal candidate will have strong communication skills, a client-focused mindset, and the ability to manage multiple priorities efficiently. Responsibilities include maintaining client records, engaging with clients, and collaborating on team projects. Join a positive culture with comprehensive benefits including medical insurance and opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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