Client Service Player‑Coach Leader

Annex Wealth Management; Delafield (WI); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with employer contribution

Paid Time Off

Company events and team building

Paid parental leave

8.5 paid holidays

Summer hours

Life & Disability Insurance

Job summary

Annex Wealth Management seeks a Supervisor of Client Service to lead and work alongside the Client Service team, elevating service quality and cross‑department collaboration. This player‑coach role blends hands-on client engagement with coaching, training, and performance improvement to meet ambitious client outcomes.

Responsibilities include guiding day‑to‑day execution, ensuring compliance, coordinating training, and driving team performance across the client service function.

Qualifications

• Proven ability to guide and develop a team.

Responsibilities

• Elevate client service experience through coaching and development.

Skills

Leadership & Coaching

Communication

Problem-Solving

Organizational Skills

Interpersonal Skills

Talent Development

Adaptability

Professionalism

Job description

Annex Wealth Management seeks a Supervisor of Client Service to lead and work alongside the Client Service team, elevating service quality and cross‑department collaboration. This player‑coach role blends hands-on client engagement with coaching, training, and performance improvement to meet ambitious client outcomes.

Responsibilities include guiding day‑to‑day execution, ensuring compliance, coordinating training, and driving team performance across the client service function.