MilwaukeeRecruiter Since 2001
the smart solution for Milwaukee jobs

Client Service Manager

Company: Annex Wealth Management
Location: Delafield
Posted on: January 16, 2022

Job Description:

As a Client Service Manager, you will be one of the primary points of contact for all service related needs of a wealth management client, which means you must have the ability to multi-task and remain extremely organized.In addition to service tasks, you must be skilled at maintaining and building client relationships, so strong people skills are essential. You will work in a team-oriented environment to deliver high quality, personalized wealth management services.

  • 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.
    QUALIFICATIONS:
    • 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 environmentby Jobble

Keywords: Annex Wealth Management, Milwaukee , Client Service Manager, Executive , Delafield, Wisconsin

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Wisconsin jobs by following @recnetWI on Twitter!

Milwaukee RSS job feeds