Client Relations Specialist

2 weeks ago


Mequon, Wisconsin, United States Annex Wealth Management Full time

LOCATIONS: Mequon, Lake Country, Appleton (On-site)

Are you passionate about fostering relationships and delivering outstanding client support?

Do you possess a strong interest in finance and exceptional organizational skills?

Become a pivotal member of our esteemed team as a Client Service Manager and contribute significantly to our mission.

At Annex Wealth Management, we pride ourselves on being a 6-Time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award, celebrated for our dynamic culture and dedicated teams. Here, you will work alongside seasoned professionals and gain invaluable insights.

Your Responsibilities Include:

  • Act as the primary advocate for our esteemed clients, addressing their service requirements with precision and promptness.
  • Excel in client service: Oversee daily transactions, investigate inquiries, and collaborate effectively with advisors and operational teams.
  • Establish robust client connections: Cultivate trust and rapport, ensuring a tailored and enriching wealth management experience.
  • Maintain organization and initiative: Prepare client evaluations, keep accurate records, and manage client communications.

We Seek Candidates Who:

  • Bring 2+ years of experience excelling in client service (preferably in finance or wealth management).
  • Possess a solid understanding of financial planning, investments, or insurance.
  • Thrive on details, adeptly manage multiple tasks, and remain organized under pressure.
  • Exhibit exceptional communication and interpersonal skills, prioritizing accuracy over speed while demonstrating strong critical thinking and problem-solving capabilities.
  • Flourish in a fast-paced environment and are eager to learn from industry leaders.

What We Provide:

  • Be part of an award-winning team within a supportive and collaborative culture.
  • Competitive salary and benefits package, including paid time off and a 401(k) plan.
  • Opportunities for growth to advance your career in wealth management.

Are you ready to become a client service champion?

Annex Wealth Management is an Equal Opportunity Employer.



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