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Annex Wealth Management · 1 day ago

Client Service Manager

Mequon, WI

Full-time

Onsite

Entry, Mid Level

2+ years exp

Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. In this role, you'll be a primary point of contact for clients, managing daily transactions and inquiries while building strong, personalized relationships.

Business Information SystemsConsultingFinancial Services

Responsibilities

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

Coordinate and follow through on account inquiry, transaction, financial planning, and maintenance requests throughout the client relationship

Proactively take responsibility for preparing client reviews, maintaining accurate client records, and managing outgoing client communications

Work in a team-oriented environment to deliver high-quality, personalized wealth management services

Qualification

Client Relationship ManagementFinancial Planning KnowledgeInvestment KnowledgeCRM Software ProficiencyOrganizational SkillsInterpersonal SkillsTeam Collaboration

Required

Two plus years of experience in a client-facing role, preferably within an investment brokerage, advisory, or wealth management firm

Working knowledge of financial planning, investment, and insurance fields

Detail oriented, resourceful, and able to multi-task effectively while remaining extremely organized—key to success in this role

Strong organizational and interpersonal skills are essential for maintaining and building client relationships

Enjoy working in a fast-paced team environment

Preferred

Experience with industry tools, i.e., financial planning and investment software systems and CRM

Benefits

Medical, dental, and vision insurance

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