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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.
    • 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

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