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Client Service Manager
3 months ago
Annex Wealth Management – Know the Difference
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. 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.
Communication and Education are key to Annex Wealth Management’s growth. 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 - Mequon Office
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. Having the ability to multitask while remaining extremely organized is key to success in this role. 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 proceduresResearch, follow-up and resolve client inquiries and requests through effective interaction with clients, advisor, operations staff, custodians, etc.Coordinate and follow through on account inquiry, transaction, financial planning and maintenance requests throughout the client relationshipProactive responsibility for preparing client reviews, maintaining client records, and outgoing client communicationsAbility to determine necessary paperwork, documentation and forms, complete them accurately, and track follow-through RequirementsWhat We Are Looking For
Three plus years experience in an investment brokerage, advisory or wealth management firm preferredWorking knowledge of financial planning, investment and insurance fieldsExperience with industry tools, i.e. financial planning and investment software systems and CRMDetail oriented, resourceful, and able to multi-task effectivelyStrong organizational and interpersonal skillsEnjoy working in a fast-paced environmentWhat 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.
