Wealth Client Services Manager (On-Site)

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

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.