Client Service Manager

Client Service Manager

We are seeking an exceptionally organized and client‑centric individual to join our wealth management team in Mequon, WI. In this role, you'll combine your financial knowledge with your 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.

Communication and education are key to our growth. Check us out on You Tube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.

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

• Client Service & Inquiry Resolution: 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, advisors, operations staff, custodians, etc.
• Client Relationship Coordination: Coordinate and follow through on account inquiry, transaction, financial planning, and maintenance requests throughout the client relationship. This includes determining necessary documentation and forms, appropriate follow‑through, and accurately communicating expectations.
• Administrative & Proactive Support: Proactively take responsibility for preparing client reviews, maintaining accurate client records, and managing outgoing client communications.
• Team
  
  Collaboration:
  
  Work in a team‑oriented environment to deliver high‑quality, personalized wealth management services.

• Experience: Two plus years of experience in a client‑facing role, preferably within an investment brokerage, advisory, or wealth management firm.
• Financial Knowledge: Working knowledge of financial planning, investment, and insurance fields. Experience with industry tools, i.e., financial planning and investment software systems and CRM, is preferred.
• Work Style: Detail oriented, resourceful, and able to multi‑task effectively while remaining extremely organized—key to success in this role.
• Communication & Interpersonal
  
  Skills:
  
  Strong organizational and interpersonal skills are essential for maintaining and building client relationships.
• Team Fit: Enjoy working in a fast‑paced team environment.

• Health & Dental & Vision Insurance
• 401(k) – 401(k) plan to help you secure your financial future.
• Life & Disability Insurance
• Paid Time Off (PTO)
• Company Events – celebrating wins and creating connections (e.g., get together, Annual Picnic, milestones).
• Opportunities for professional growth and development

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

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.