Wealth Management Client Experience Lead

Annex Wealth Management, LLC.; Madison (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with employer contribution

Life & disability insurance

Paid Time Off (PTO)

Company events and growth potential

Job summary

Annex Wealth Management in Madison or Delafield, Wisconsin seeks an organized, client-focused Client Service Manager to be the primary contact for clients, managing daily client transactions, resolving inquiries, and proactively building strong, personalized client relationships.

In this role you will coordinate with advisors, operations staff, custodians, and the client service team to ensure timely account activity, proper documentation, and clear communication.

Qualifications

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

Responsibilities

• Manage daily client transactions and inquiries within established deadlines.
• Coordinate client requests across accounts, planning, and maintenance with teams and custodians.
• Prepare client reviews and maintain accurate client records; communicate proactively with clients.
• Collaborate in a team-oriented environment to deliver personalized wealth management services.

Skills

Client-facing experience

CRM familiarity

Financial knowledge

Tools

CRM software

Financial planning software

Investment platforms

Job description

Annex Wealth Management in Madison or Delafield, Wisconsin seeks an organized, client-focused Client Service Manager to be the primary contact for clients, managing daily client transactions, resolving inquiries, and proactively building strong, personalized client relationships.

In this role you will coordinate with advisors, operations staff, custodians, and the client service team to ensure timely account activity, proper documentation, and clear communication.