- Knowledge
- Accountability
- Integrity
- Courage
- Respect
- Ownership
- Client Service & Inquiry Resolution: Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. Research, follow-up, and resolve client inquiries and requests through effective interaction with clients, advisors, operations staff, custodians, etc.
- Client Relationship Coordination: Coordinate and follow through on account inquiry, transaction, financial planning, and maintenance requests throughout the client relationship. This includes determining necessary documentation and forms, appropriate follow-through, and accurately communicating expectations.
- Administrative & Proactive Support: Proactively take responsibility for preparing client reviews, maintaining accurate client records, and managing outgoing client communications.
- Team Collaboration: Work in a team-oriented environment to deliver high-quality, personalized wealth management services.
- Experience: Two plus years of experience in a client-facing role, preferably within an investment brokerage, advisory, or wealth management firm
- Financial Knowledge: Working knowledge of financial planning, investment, and insurance fields. Experience with industry tools, i.e., financial planning and investment software systems and CRM, is preferred
- Work Style: Detail oriented, resourceful, and able to multi-task effectively while remaining extremely organized-key to success in this role
- Communication & Interpersonal Skills: Strong organizational and interpersonal skills are essential for maintaining and building client relationships
- Team Fit: Enjoy working in a fast-paced team environment
- Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
- Life & Disability Insurance
- Paid Time Off (PTO)
- 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
- Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
- Opportunities for professional growth and development
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Client Service Manager - Mequon - Annex Wealth Management
Description
Are you an organized, client-focused individual ready to be a primary point of contact for clients?Client Service Manager
We are seeking an exceptionally organized and client-centric individual to join our wealth management team in Mequon, WI. In this role, you'll combine your financial knowledge with your excellent client service skills to manage daily client transactions, resolve inquiries, and proactively build strong, personalized client relationships.
Annex Wealth Management - Know the Difference
Join Our Growing Team at our Mequon Branch
Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features
Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.
Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX.
Core Values
At Annex Wealth Management, our values aren't just words - they guide how we work every day:
What You'll Do
The primary purpose of this role is to be one of the primary points of contact for all service-related needs of a wealth management client, ensuring smooth transactions and maintaining exceptional client relationships.
What You'll Need to Succeed
We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.
This includes a comprehensive suite of:
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Service Manager
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Client Service Manager
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Client Service Manager
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Client Service Manager
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Manager Nursing Services
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Customer Service Manager
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Manager Nursing Services
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Client Services Manager Senior
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Client Services Manager II
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Manager Advanced Markets Customer Service
Full time Only for registered members Milwaukee, WI Corporate
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Automotive Service Manager
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Area Service Manager
Only for registered members Menomonee Falls, WI
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Food Service Manager
Only for registered members Hubertus, WI
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Manager ICU Services
Only for registered members Grafton
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Food Service Manager
Only for registered members Hubertus, WI
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Service Manager
Only for registered members Sussex
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Service Manager
Only for registered members Sussex
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service manager
Only for registered members Wauwatosa, WI
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Service Manager
Only for registered members Sussex, WI
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Client Services Project Manager
Full time Only for registered members Glendale
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Service Sales Project Manager
Full time Only for registered members Butler