Wealth Management Client Lead
Listed on 2026-10-06
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Finance & Banking
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Customer Service/HelpDesk
Annex Wealth Management in Madison or Delafield, Wisconsin seeks an organized, client-focused Client Service Manager to be the primary contact for clients, managing daily client transactions, resolving inquiries, and proactively building strong, personalized client relationships.
In this role you will coordinate with advisors, operations staff, custodians, and the client service team to ensure timely account activity, proper documentation, and clear communication.
Are you ready to take on the Wealth Management Client Experience Lead role at Annex Wealth Management, LLC.?
Join us at Annex Wealth Management, LLC. as our next Wealth Management Client Experience Lead in Madison, WI, United States.
We are currently recruiting a Wealth Management Client Experience Lead for our team in Madison, WI, United States.
This is a great position to take on the Wealth Management Client Experience Lead role at Annex Wealth Management, LLC.
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