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Annex Wealth Management · 4 months ago

Supervisor of Client Service

Brookfield, WI

Full-time

Onsite

Mid Level

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. The Supervisor of Client Service leads and develops the Client Service team to deliver an exceptional client experience, focusing on coaching, training, and optimizing team performance.

Business Information SystemsConsultingFinancial Services

Responsibilities

Elevate Client Service Experience: Provide expert guidance, coaching, and development to the Client Service team

Optimize Team Performance: Oversee employee development through coaching, evaluating performance, and managing overall team dynamics to optimize productivity and morale

Proactive Problem-Solving: Proactively identify opportunities for the team to be enhanced, new offerings/processes, and troubleshooting

Operational Efficiency: Maintain high standards of compliance and operational efficiency, owning deadlines and assisting others with theirs

Process Development & Coordination: Coordinate training and training materials, facilitate escalation and problem-solving, and lead projects and team initiatives

Interdepartmental Collaboration: Understand interdepartmental connections and downstream impact, fostering strong collaboration with other team leaders to impact team members and enhance performance/relationships

Communication & Leadership: Exhibit a high level of communication competency with internal and external groups, structure complex communication messages, influence others to achieve team goals, and coach/mentor others within the immediate team

Talent Management: Have HR/personnel responsibilities including assisting with growth plans, training, goal setting, and individual team growth plans for direct reports

Accountability: Personal responsibility for overdue tasks at or below team average; responsible for the successful execution of the Client Service Management function for assigned direct reports in all facets of the role, including all HR functions (e.g., attendance, communication, team collaboration, and attitude/morale)

Qualification

Leadership & Coaching ExperienceProblem-Solving & InnovationCommunication MasteryTalent Development FocusOrganizational SkillsInterpersonal SkillsProfessionalismAdaptability

Required

Leadership & Coaching Experience: Proven ability to provide expert guidance, coaching, and development to a team

Communication Mastery: High level of communication competency with internal and external groups; ability to structure complex communication messages

Problem-Solving & Innovation: Proactive identification of opportunities for enhancement, new offerings/processes, and troubleshooting; takes initiative on new ideas

Organizational Skills & Accountability: Ability to manage deadlines, assist others, and maintain personal responsibility for tasks

Interpersonal Skills: Strong ability to influence others, foster collaboration, and manage team dynamics

Talent Development Focus: Experience in overseeing employee development, evaluating performance, and managing HR/personnel responsibilities

Adaptability: Identifies and proposes strategies to problems impacting the team and gets buy-in on solutions

Professionalism: Ensures decisions are communicated at the right time to the right people in the right format

Benefits

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

Summer hours