Client Service Manager

3 weeks ago


Bolivar, Missouri, United States Annex Wealth Management Full time

Are you passionate about delivering exceptional client service and building strong relationships?

Annex Wealth Management is seeking a skilled Client Service Manager to join our award-winning team. As a Client Service Manager, you will be the go-to champion for our valued clients, handling their service needs with accuracy and efficiency. You will become a client service rockstar, managing daily transactions, research inquiries, and coordinating seamlessly with advisors and operations teams. You will develop strong client relationships, building trust and rapport, ensuring a personalized and positive wealth management experience. You will stay organized and proactive, preparing client reviews, maintaining records, and managing communication with clients.

What We Offer:

  • Be part of an award-winning team in a positive and collaborative culture.
  • Competitive compensation and benefits package, including paid time off and a 401(k) plan.
  • Growth opportunities to develop your career in wealth management.
Requirements:
  • Has 2+ years of experience shining in client service required (preferably in finance or wealth management).
  • Working knowledge of financial planning, investments, or insurance.
  • Thrives on details, can multi-task fluidly, and stays organized amidst deadlines.
  • Has outstanding communication and interpersonal skills. Prioritizes accuracy over speed, demonstrating strong critical thinking and problem-solving abilities.
  • Enjoys a fast-paced environment and is eager to learn from the best.


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