Client Service Manager

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Are you an organized, client-focused individual ready to be a primary point of contact for clients? The Client Service Manager role combines your financial knowledge with excellent client service skills to manage daily client transactions, resolve inquiries, and proactively build strong, personalized client relationships.

Annex Wealth Management is a privately held, full-service registered investment advisor 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.

• Knowledge
• Accountability
• Integrity
• Courage
• Respect
• Ownership

We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we’d love to hear from you.

• Client Service & Inquiry Resolution:
  Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
• Client Relationship Coordination:
  Coordinate and follow through on account inquiry, transaction, financial planning, and maintenance requests throughout the client relationship.
• Administrative & Proactive Support:
  Proactively prepare client reviews, maintain accurate client records, and manage outgoing client communications.
• Team
  
  Collaboration:
  
  Work in a team-oriented environment to deliver high-quality, personalized wealth management services.

• 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. Experience with industry tools, such as financial planning and investment software systems and CRM, is preferred.
• Detail oriented, resourceful, and able to multi-task effectively while remaining extremely organized.
• Strong organizational and interpersonal skills to maintain and build client relationships.
• Enjoy working in a fast-paced team environment.

• Medical, dental, and vision insurance.
• 401(k) plan with employer contribution.
• Life & Disability insurance.
• Paid Time Off (PTO).
• Company events and celebrations.
• Opportunities for professional growth and development.

Equal Employment Opportunity:
Annex Wealth Management is an equal opportunity employer. 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. We encourage applicants of all backgrounds to apply.