Supervisor of Client Service

Annex Wealth Management LLC; Delafield (WI); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Paid Holidays

Parental Leave

Company Events

Summer Hours

Job summary

Annex Wealth Management is seeking a Supervisor of Client Service to lead the team as a player-coach, delivering exceptional client experiences while actively working alongside staff. The role blends hands-on client service with coaching, training, and elevating performance across the department.

You will guide day-to-day execution, model best practices, and foster clear communication to strengthen the team, drive goals, and enhance firm success. This is a full-time, on-site leadership role.

Qualifications

• Leadership and coaching experience to guide a client service team.
• Strong communication with internal and external groups and the ability to structure complex messages.
• Proactive identification of opportunities for improvement, new offerings, and processes.
• Ability to manage deadlines, assist others, and take personal accountability for tasks.
• Interpersonal skills to influence others, foster collaboration, and manage team dynamics.
• Experience overseeing employee development and HR-related responsibilities.
• Adaptability to identify problems and gain buy-in on solutions.
• Professional approach to timely decisions and appropriate communication.

Responsibilities

• Elevate Client Service Experience by guiding and developing the Client Service team.
• Oversee team performance, coaching, and evaluating staff to optimize productivity and morale.
• Identify opportunities for enhancements, new offerings or processes, and resolve issues.
• Maintain high standards of compliance and operational efficiency, meeting deadlines.
• Coordinate training and materials, escalate issues, and lead projects and initiatives.
• Foster cross-department collaboration and understand downstream impacts.
• Communicate effectively with internal and external groups and mentor team members.
• Support HR tasks such as growth plans, goal setting, and performance reviews.

Skills

Leadership

Coaching

Communication

Problem solving

Organizational skills

Interpersonal skills

Talent development

Adaptability

Professionalism

Job description

Description

Are you excited by a role that lets you lead with influence and contribute directly as a player-coach?

About the Role

The Supervisor of Client Service is a true player-coach who leads the team while actively working alongside them to deliver an exceptional client experience. This role blends hands-on client service with coaching, training, and elevating team performance, ensuring smooth operations and strong cross-department collaboration. By modeling best practices, guiding day-to-day execution, and fostering clear communication, the Supervisor strengthens the team, drives goals forward, and enhances the firm’s overall success.

Key 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).

Who We Are

At Annex Wealth Management, our values aren’t just words – they guide how we work every day:

• 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 we do, we'd love to hear from you.

Annex Wealth Management – Know the Difference

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 advisory and wealth management firm 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.

Requirements

What You’ll Need to Succeed

• Leadership & Coaching Experience: Proven ability to provide expert guidance, coaching, and development to a team.
• Communication Mastery: High level of communication competency with internal and external groups; ability to structure complex communication messages.
• Problem-Solving & Innovation: Proactive identification of opportunities for enhancement, new offerings/processes, and troubleshooting; takes initiative on new ideas.
• Organizational Skills & Accountability: Ability to manage deadlines, assist others, and maintain personal responsibility for tasks.
• Interpersonal Skills: Strong ability to influence others, foster collaboration, and manage team dynamics.
• Talent Development Focus: Experience in overseeing employee development, evaluating performance, and managing HR/personnel responsibilities.
• Adaptability: Identifies and proposes strategies to problems impacting the team and gets buy-in on solutions.
• Professionalism: Ensures decisions are communicated at the right time to the right people in the right format.

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
• Paid parental leave
• 8.5 Paid Holidays
• Opportunities for professional growth and development
• Summer hours

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.