Client Service Manager
Company: Annex Wealth Management LLC
Location: Brookfield
Posted on: April 17, 2024
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Job Description:
Description: Annex Wealth Management - Know the Difference Join
Our Growing Team in Our New Headquarters in Brookfield!!! 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 6-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 an elite, 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, Money Talk on WTMJ;
The Investment Show on WISN; and The Annex Wealth Management Show
on WHBY and WFSX. Client Service Manager Watch this video to learn
more about this role!
https://annexwealth.wistia.com/medias/dfpk6c93zn In this role you
will combine your financial background with your excellent 2+ years
of client service experience and become one of the primary points
of contact for all service related needs of a wealth management
client. Having the ability to multitask while remaining extremely
organized is key to success in this role. In addition to service
tasks, maintaining and building client relationships with strong
people skills are essential. You will work in a team-oriented
environment to deliver high quality, personalized wealth management
services. Your Role Manage daily client transactions and inquiries
accurately, within established deadlines, and in accordance with
existing policies and procedures Research, follow-up and resolve
client inquiries and requests through effective interaction with
clients, advisor, operations staff, custodians, etc. Coordinate and
follow through on account inquiry, transaction, financial planning
and maintenance requests throughout the client relationship
Proactive responsibility for preparing client reviews, maintaining
client records, and outgoing client communications Ability to
determine necessary paperwork, documentation and forms, complete
them accurately, and track follow-through Requirements: What We Are
Looking For Three plus years experience in an investment brokerage,
advisory or wealth management firm preferred Working knowledge of
financial planning, investment and insurance fields Experience with
industry tools, i.e. financial planning and investment software
systems and CRM Detail oriented, resourceful, and able to
multi-task effectively Strong organizational and interpersonal
skills Enjoy working in a fast-paced environment What You Can
Expect In return for your leadership, talent, time, and commitment,
we offer the competitive compensation and benefits you would expect
of an industry leader, including paid short- and long-term
disability, vacations, and a 401(k) plan. 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.
PI027fb67b6986-26276-33883583
Keywords: Annex Wealth Management LLC, West Allis , Client Service Manager, Executive , Brookfield, Wisconsin
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here to apply!
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