![Annex Wealth Management](https://media.trabajo.org/img/noimg.jpg)
Client Service Manager
2 weeks ago
Annex Wealth Management – Know the Difference Join Our Growing Team in Our New Headquarters in Brookfield 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 6-Time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award.
If the following job requirements and experience match your skills, please ensure you apply promptly.
Our employees list our vibrant culture and engaged teams as two of our best features Annex Wealth Management is an elite, privately held, full-service advisory and wealth management firm 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.
Check us out on YouTube, Money Talk on WTMJ; The Investment Show on WISN; and The Annex Wealth Management Show on WHBY and WFSX.
Client Service Manager Watch this video to learn more about this role In this role you will combine your financial background with your excellent 2+ years of client service experience and become one of the primary points of contact for all service related needs of a wealth management client.
In addition to service tasks, maintaining and building client relationships with strong people skills are essential.
You will work in a team-oriented environment to deliver high quality, personalized wealth management services.
Your Role 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, advisor, operations staff, custodians, etc.
What We Are Looking For Three plus years experience in an investment brokerage, advisory or wealth management firm preferred Working knowledge of financial planning, investment and insurance fields Experience with industry tools, i.e.
financial planning and investment software systems and CRM Detail oriented, resourceful, and able to multi-task effectively Strong organizational and interpersonal skills Enjoy working in a fast-paced environment What You Can Expect In return for your leadership, talent, time, and commitment, we offer the competitive compensation and benefits you would expect of an industry leader, including paid short- and long-term disability, vacations, and a 401(k) plan.
We are committed to providing a work environment free from discrimination and harassment.
All employment decisions are based on qualifications, merit, and business needs.
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status.
PIa449db676a
-
Client Service Manager
2 weeks ago
Brookfield, Wisconsin, United States Annex Wealth Management LLC Full timeJob DescriptionJob DescriptionDescription:Annex Wealth Management – Know the DifferenceJoin Our Growing Team in Our New Headquarters in BrookfieldAre 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 6-Time recipient of the Milwaukee...
-
Client Services Healthcare Data Analyst
1 month ago
Brookfield, Wisconsin, United States Milliman, Inc Full timeCompany Overview:Leading with our core values of Quality, Integrity, and Opportunity, MedInsight is one of the healthcare industry's most trusted solutions for healthcare intelligence. Our company purpose is to empower easy, data-driven decision-making on important healthcare questions. Through our products, education, and services, MedInsight is making an...
-
Client Services Healthcare Data Analyst
4 weeks ago
Brookfield, Wisconsin, United States Milliman, Inc Full timeCompany Overview:Leading with our core values of Quality, Integrity, and Opportunity, MedInsight is one of the healthcare industry's most trusted solutions for healthcare intelligence. Our company purpose is to empower easy, data-driven decision-making on important healthcare questions. Through our products, education, and services, MedInsight is making an...
-
Surety Client Executive
4 weeks ago
Brookfield, Wisconsin, United States Marsh McLennan Agency Full timeOur not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Surety...
-
Surety Client Executive
4 weeks ago
Brookfield, Wisconsin, United States Marsh McLennan Agency Full timeOur not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Surety...
-
Banquet Operations Manager
2 weeks ago
Brookfield, Wisconsin, United States SAZS CATERING LAKE COUNTRY LLC Full timeSaz's Catering Lake Country Management Team Opening at Western Lakes Golf ClubSaz's Catering Lake Country, part of Saz's Hospitality Group, is seeking a new team member to join our crew at Western Lakes Golf Club in Pewaukee. As the exclusive caterer for this top-notch golf course in Southeastern Wisconsin, we take pride in delivering award-winning food,...
-
Manager Sales
1 week ago
Brookfield, Wisconsin, United States Courtyard & Residence Inn by Marriot - Poplar Creek Full timeAt Crescent Hotels & Resorts, we are a team of hospitality professionals that are deeply connected to & proud of the exceptional experiences we provide for our guests. More than that, we know our Associates are the shining stars of what we do.We understand what it takes to be a part of something great. We will encourage you to bring your true self to work...
-
Manager Sales
3 weeks ago
Brookfield, Wisconsin, United States Courtyard & Residence Inn by Marriot - Poplar Creek Full timeAt Crescent Hotels & Resorts, we are a team of hospitality professionals that are deeply connected to & proud of the exceptional experiences we provide for our guests. More than that, we know our Associates are the shining stars of what we do.We understand what it takes to be a part of something great. We will encourage you to bring your true self to work...
-
IT Support and Operations Manager
2 weeks ago
Brookfield, Wisconsin, United States GoTech LLC Full timeJob DescriptionJob DescriptionGoTech IT Solutions invites you to join us as our newest IT Support and Operations Manager in Brookfield, WI This is a full-time position where you'll lead our team to new heights in IT service provision. We offer a competitive salary ranging from $75,000 to $95,000 per year, along with company-wide benefits that include life...
-
Program Manager
1 week ago
Brookfield, Wisconsin, United States WisHope Recovery Center Full timeOverview:Duties: Engage all residents in conversations and activities that are edifying and stimulating. Assign household chores to residents. Monitor client's rooms for cleanliness. Ensure that clients have the items that they need (i.e. linen, hygiene products, clean clothes, etc.). Ensure that all residents are properly respecting and maintaining common...
-
Assistant Lab Manager
2 weeks ago
Brookfield, Wisconsin, United States ECS Limited Full timeWhat You'll Do: Assist management with supervision of all activities related to the laboratories. Actively mentor and train lab staff. Promote safety and safety culture and ensure proper PPE is used. Assist with company required safety training. Assist with the coordination and schedule of work for laboratory technicians. Interpret test data and prepare...
-
Senior Construction Project Manager
2 weeks ago
Brookfield, Wisconsin, United States Michael Page Full timeMy client, a light commercial and retail focused general contractor, is looking to bring on a skilled and experienced senior construction project manager. This is a unique opportunity to work for a contractor that lives by a set of core values. Apply now for 24 hour (or less) review of your application Jean on LinkedIn after applying Light commercial/retail...
-
Shift Manager
2 weeks ago
Brookfield, Wisconsin, United States Five Guys Full timeJoin Five Guys team as a Shift Manager!At Five Guys, we are passionate about serving top-quality burgers and fries in a friendly atmosphere. As a Shift Manager, you will oversee daily operations in the absence of the General Manager, ensuring excellence in customer service and restaurant management. Your role includes directing tasks, maintaining product...
-
Associate - Guest Services (Cashier)
2 weeks ago
Brookfield, Wisconsin, United States Shopsteins Full time**ASSOCIATE - GUEST SERVICES (Cashier)** Brookfield JOB TYPE: Full-time & Part-time SHIFT: Day, Night & Weekend Hours The position requires the enthusiasm to provide customers with an exceptional customer experience by building relationships with customers. All Associates assist the management team to provide the leadership, enthusiasm and integrity to...
-
Project Manager
2 weeks ago
Brookfield, Wisconsin, United States Old Republic Surety CO Full timeOld Republic Surety Company (ORSC) is currently seeking a Project Manager to join its Information Services Team at its home office located in Brookfield, WI. In general, the Project Manager is responsible for the overall organization, management, and completion of key technical projects within the Information Services Department. DUTIES AND RESPONSIBILITIES:...
-
Brookfield, Wisconsin, United States Talent Software Services Full timeBusiness Reporting AnalystJob Summary: Talent Software Services is searching for a Business Reporting Analyst for a Hybrid position in Brookfield WI. The opportunity will be 8 months contract position.SummaryRole Mandate:The selected candidate will be a mat leave coverage and provide professional, knowledgeable cash management advice and support to banking...
-
Assistant Vice President
1 week ago
Brookfield, Wisconsin, United States First Business Financial Services, Inc. Full timeJoin us today as an Assistant Vice President - Treasury Management Sales OfficerFirst Business Bank is a Top Workplaces USA company, learn more here.At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged...
-
Assistant Vice President
2 weeks ago
Brookfield, Wisconsin, United States First Business Bank Full timePosition at First Business Bank Join us today as an Assistant Vice President - Treasury Management Sales OfficerFirst Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus....
-
Assistant Office Manager
2 weeks ago
Brookfield, Wisconsin, United States IQ Automation LLC Full timeWho we areIQ Automation is a premier custom integrator, specializing in the design and installation of high-end audio/visual, automation, and lighting control systems. Working in residential and commercial environments, we provide our customers with innovative solutions and world class service.Position Summary/OverviewIQ Automation continues to expand and...
-
Accounting Manager
1 week ago
Brookfield, Wisconsin, United States Old Republic Surety CO Full timeOld Republic Surety Company (ORSC) is currently seeking an Accounting Manager to join its Financial Accounting & Reporting Team at its home office located in Brookfield, WI. Under the guidance of the Assistant Vice President - Controller, this position oversees all aspects of financial accounting and reporting, ensuring accuracy, compliance, and transparency...