Client Service Leader: Player-Coach Driving Team Excellence

Annex Wealth Management, LLC.; Delafield (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Time Off

401(k) with company match

Company Events

Professional Growth

Job summary

Annex Wealth Management is seeking a highly capable Supervisor of Client Service in Delafield, WI to lead and mentor the Client Service team while actively working alongside them to deliver an outstanding client experience.

The role blends hands-on client service with coaching, training, and elevating team performance, ensuring smooth operations and strong cross-department collaboration.

Qualifications

• Leadership and coaching experience leading a team

Responsibilities

• Elevate Client Service Experience by coaching and developing the Client Service team
• Oversee employee development, performance evaluation, and team dynamics to optimize productivity and morale
• Proactively identify opportunities for service enhancement, new offerings, and processes
• Maintain high standards of compliance and operational efficiency; own deadlines
• Coordinate training materials, escalate issues, and lead projects and team initiatives
• Collaborate with other team leaders to impact team members and relationships
• Communicate clearly with internal and external groups; mentor team members

Skills

Leadership & Coaching

Communication Mastery

Problem-Solving

Organizational Skills

Interpersonal Skills

Talent Development

Adaptability

Professionalism

Job description

Annex Wealth Management is seeking a highly capable Supervisor of Client Service in Delafield, WI to lead and mentor the Client Service team while actively working alongside them to deliver an outstanding client experience.

The role blends hands-on client service with coaching, training, and elevating team performance, ensuring smooth operations and strong cross-department collaboration.