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Wealth Management: Client Service Manager

Job in Mequon, Ozaukee County, Wisconsin, 53097, USA
Listing for: Annex Wealth Management
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
  • Management
Job Description & How to Apply Below
A financial advisory firm is seeking a Client Service Manager to serve as a primary point of contact for clients. The role involves managing daily transactions, resolving inquiries, and proactively nurturing client relationships. Candidates should have over two years of client-facing experience and knowledge of financial planning. Ideal individuals will be detail-oriented, organized, and thrive in a team environment. This position offers comprehensive benefits, including health insurance and opportunities for professional growth.
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