Client Service Manager - Headquarters

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

Benefits offered by this job

Medical, dental & vision insurance

401(k) retirement plan

Paid Time Off

Job summary

Annex Wealth Management is seeking a Client Service Manager in Brookfield, WI (On-Site). You will be the primary contact for clients, handling daily transactions, inquiries, and coordination across the client lifecycle.

This hands-on role requires strong organizational skills and a client-centric mindset. Ideal candidates have 2+ years in client-facing roles within investment, advisory, or wealth management settings, with familiarity with financial planning tools and CRM systems.

Qualifications

• Two plus years of experience in a client-facing role, preferably in finance or wealth management.
• Working knowledge of financial planning, investments, and insurance concepts.

Responsibilities

• Manage daily client transactions and inquiries with accuracy and within deadlines.
• Coordinate and follow through on account inquiries, transactions, and maintenance requests.
• Prepare client reviews and maintain accurate client records and communications.
• Collaborate with advisors and operations staff to deliver high-quality wealth management services.

Skills

Client service

CRM software

Attention to detail

Communication

Tools

CRM systems

Financial planning tools

Job 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

• 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.