Wealth Management Client Relations Manager

Socket.dev; Town of Brookfield (WI); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) Retirement Plan

Paid Time Off (PTO)

Company Events

Opportunities for professional growth

Job summary

Annex Wealth Management in Brookfield, WI is seeking a Client Service Manager to serve as a primary contact for clients, handling daily transactions, inquiries, and proactive relationship management. The role emphasizes organization, client focus, and coordination with advisors and operations staff.

The successful candidate will bring 2+ years in a client-facing role within wealth management or advisory services, with strong communication and teamwork skills to support high-quality client

Qualifications

• Two plus years in a client-facing role, preferably in wealth management or brokerage.
• Working knowledge of financial planning, investments, and insurance fields; familiarity with industry tools and CRM preferred.
• Detail oriented, resourceful, and able to multi-task while staying organized.
• Strong organizational and interpersonal skills are essential for client relationships.
• Enjoy working in a fast-paced team environment.

Responsibilities

• Be the primary point of contact for service-related needs of wealth management clients.
• Coordinate and follow through on account inquiries, transactions, and maintenance requests.
• Prepare client reviews, maintain accurate client records, and manage outgoing communications.
• Collaborate with team to deliver high-quality, personalized wealth management services.

Skills

Client-facing experience

Financial knowledge

Organized

Communication skills

Teamwork

Tools

CRM software

Financial planning software

Investment software

Job description

Annex Wealth Management in Brookfield, WI is seeking a Client Service Manager to serve as a primary contact for clients, handling daily transactions, inquiries, and proactive relationship management. The role emphasizes organization, client focus, and coordination with advisors and operations staff.

The successful candidate will bring 2+ years in a client-facing role within wealth management or advisory services, with strong communication and teamwork skills to support high-quality client