Wealth Management Client Services Lead

Annex Wealth Management, LLC.; Madison, Northern (WI, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Time Off (PTO)

401(k) Retirement Plan

Company Events

Growth Opportunities

Summer hours

Job summary

Annex Wealth Management is seeking a Client Service Manager to serve as the primary contact for clients in Delafield or Madison, WI, handling daily transactions and inquiries with care. You will coordinate client relationships, document needs, and communicate with advisors, operations staff, and custodians to ensure seamless service.

A wealth-management background and CRM tools are preferred. Join a culture built on knowledge, accountability, integrity, courage, respect, and ownership, with a

Qualifications

• Two plus years of client-facing experience in investment brokerage or wealth management.
• Working knowledge of financial planning, investment, and insurance.
• Experience with CRM and financial planning software tools.
• Detail oriented, organized, and able to multi-task effectively.
• Strong communication and interpersonal skills; team-oriented.

Responsibilities

• Serve as primary point of contact for client service needs and inquiries.
• Manage daily client transactions and maintain accurate records.
• Coordinate client relationships and communication with advisors, operations staff, custodians.
• Collaborate with team to deliver personalized wealth management services.

Skills

Client-facing experience

CRM experience

Financial planning knowledge

Investment software familiarity

Communication & interpersonal skills

Tools

CRM software

Financial planning software

Investment platforms

Job description

Annex Wealth Management is seeking a Client Service Manager to serve as the primary contact for clients in Delafield or Madison, WI, handling daily transactions and inquiries with care. You will coordinate client relationships, document needs, and communicate with advisors, operations staff, and custodians to ensure seamless service.

A wealth-management background and CRM tools are preferred. Join a culture built on knowledge, accountability, integrity, courage, respect, and ownership, with a