Wealth Management Client Lead

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.?

This is a genuine opening to take on the Wealth Management Client Experience Lead role at Annex Wealth Management, LLC.

As a Wealth Management Client Experience Lead, you will play an important part at Annex Wealth Management, LLC. in Madison, WI, United States.

We invite applications for the Wealth Management Client Experience Lead position located in Madison, WI, United States.