Client Service Team Lead — Player-Coach & Performance Driver

Annex Wealth Management; Delafield (WI); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

401(k) plan with company match

Paid Time Off

8.5 Paid Holidays

Summer hours

Company events

Job summary

Annex Wealth Management in Wisconsin is seeking a Supervisor of Client Service to lead the Client Service team while actively coaching and working alongside them to deliver an exceptional client experience. This player-coach role emphasizes hands-on service, training, and cross-department collaboration to raise performance, ensure compliance, and elevate client outcomes.

If you excel at developing people, communicating clearly, and driving process improvements, this is your opportunity to

Qualifications

• Leadership and coaching experience.
• Strong written and verbal communication skills.
• Proactive problem-solving and initiative in process improvement.
• Excellent organizational skills and accountability for deadlines.
• Strong interpersonal skills to influence and collaborate.
• Experience overseeing employee development and HR tasks.
• Adaptability to changing needs and priorities.
• Professionalism in communicating with internal/external stakeholders.

Responsibilities

• Elevate Client Service Experience: Provide expert guidance, coaching, and development to the Client Service team.
• Optimize Team Performance: Oversee employee development through coaching, evaluating performance, and managing overall team dynamics to optimize productivity and morale.
• Proactive Problem-Solving: Proactively identify opportunities for the team to be enhanced, new offerings/processes, and troubleshooting.
• Operational Efficiency: Maintain high standards of compliance and operational efficiency, owning deadlines and assisting others with theirs.
• Process Development & Coordination: Coordinate training and training materials, facilitate escalation and problem-solving, and lead projects and team initiatives.
• Interdepartmental Collaboration: Understand interdepartmental connections and downstream impact, fostering strong collaboration with other team leaders to impact team members and enhance performance/relationships.
• Communication & Leadership: Exhibit a high level of communication competency with internal and external groups, structure complex communication messages, influence others to achieve team goals, and coach/mentor others within the immediate team.
• Talent Management: Have HR/personnel responsibilities including assisting with growth plans, training, goal setting, and individual team growth plans for direct reports.
• Accountability: Personal responsibility for overdue tasks at or below team average; responsible for the successful execution of the Client Service Management function for assigned direct reports in all facets of the role, including all HR functions (e.g., attendance, communication, team collaboration, and attitude/morale).

Skills

Leadership & coaching

Communication mastery

Problem-solving

Organizational skills

Interpersonal skills

Talent development

Adaptability

Professionalism

Job description

Annex Wealth Management in Wisconsin is seeking a Supervisor of Client Service to lead the Client Service team while actively coaching and working alongside them to deliver an exceptional client experience. This player-coach role emphasizes hands-on service, training, and cross-department collaboration to raise performance, ensure compliance, and elevate client outcomes.

If you excel at developing people, communicating clearly, and driving process improvements, this is your opportunity to