Client Service Manager - Brookfield

Annex Wealth Management; Town of Brookfield (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with employer matching

Paid Time Off

Company events

Professional growth

Life & Disability Insurance

Job summary

Annex Wealth Management in Brookfield, WI is seeking a Client Service Manager to be the primary contact for clients, manage daily transactions, and proactively build strong relationships. This on-site role requires organization, financial knowledge, and teamwork within a fast-paced wealth management environment.

You will coordinate inquiries, prepare client reviews, and ensure accurate records while supporting the advisory team and operations staff.

Qualifications

• Two+ 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 CRM and planning software preferred.
• Detail oriented, resourceful, and able to multi-task effectively while remaining extremely organized.
• Strong organizational and interpersonal skills are essential for maintaining and building client relationships.
• Team-oriented in a fast-paced environment.

Responsibilities

• Be one of the primary points of contact for service-related needs of a wealth management client, ensuring smooth transactions and maintaining exceptional client relationships.
• Manage daily client transactions and inquiries, researching and resolving requests with advisors, operations staff, custodians, etc.
• Coordinate and follow through on account inquiries, transactions, financial planning, and maintenance requests; communicate expectations.
• Prepare client reviews, maintain accurate client records, and manage outgoing client communications.
• Collaborate with the team to deliver high-quality, personalized wealth management services.

Skills

Client service

CRM experience

Financial knowledge

Organized

Interpersonal skills

Tools

CRM software

Financial planning software

Job description

Description

Client Service Manager Brookfield, WI (On-Site)

Description

Client Service Manager Brookfield, WI (On-Site)

Are you an organized, client-focused individual ready to be a primary point of contact for clients?

Client Service Manager

We are seeking an exceptionally organized and client-centric individual to join our wealth management team in Brookfield, 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.

What You’ll Do

The primary purpose of this role is to be one of the primary points of contact for all service-related needs of a wealth management client, ensuring smooth transactions and maintaining exceptional client relationships.

• 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.

Requirements

What You’ll Need to Succeed

• 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

Annex Wealth Management – Know the Difference

Join Our Growing Team at our Brookfield Headquarters!

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 seven-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 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 Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.

Core Values

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

Does this resonate with you?

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.

Comprehensive Benefits

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

This Includes a Comprehensive Suite Of

• Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones
• Opportunities for professional growth and development

We are committed to providing an environment where you can thrive and achieve your full potential.

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.