Client Service Manager - Mequon Office

Company: Annex Wealth Management LLC
Location: Mequon
Posted on: September 1, 2024

Job Description:

Description:Annex Wealth Management - Know the DifferenceAre 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 - Mequon OfficeWatch 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-throughRequirements: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 ExpectIn 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 OpportunityAnnex 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.
    
    
    
    PI6895b08cc468-37248-34538641

Keywords: Annex Wealth Management LLC, Wauwatosa , Client Service Manager - Mequon Office, Administration, Clerical , Mequon, Wisconsin