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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
Requirements :
What We Are Looking For
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.
PIa3c6fdbb446c-26289-33883583
Last updated : 2024-05-23
Full Time
Business Services
$87k-113k (estimate)
05/25/2024
05/27/2024
annexwealth.com
MEQUON, WI
50 - 100
2001
Private
DAVID SPANO CFP
$10M - $50M
Business Services
Annexwealth is a provider for wealth management services for individuals.
The job skills required for Client service manager include Leadership, Client Service, Commitment, CRM, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service manager positions, which can be used as a reference in future career path planning. As a Client service manager, it can be promoted into senior positions as a Customer Service Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service manager. You can explore the career advancement for a Client service manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Manager job description and responsibilities
Client services managers supervise a team of customer service associates to ensure that they provide an exceptional client experience to their customers.
02/12/2022: Kingsport, TN
Client services managers are generally responsible for overseeing the activities of client service staff to ensure the needs of customers are met and their problems resolved.
01/27/2022: Knoxville, TN
Client service managers oversee the hiring, orienting, and training of staff for the department.
03/15/2022: Chicago, IL
Their work description also entails supervising and directing the activities of client service employees to ensure they comply with acceptable standards and achieve set objectives.
03/18/2022: Monterey, CA
An client service manager's responsibilities revolve around securing and reaching sales targets, creating business plans, developing strategies, and building positive relationships with clients.
01/19/2022: Pascagoula, MS
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Manager jobs
The broader and deeper a person's qualifications, the better they are able to develop solutions to complex customer service-related problems.
03/17/2022: Trenton, NJ
Candidates should first apply for an entry-level job that requires customer service, such as working at a retail store or being employed at a call center.
01/21/2022: Washington, DC
Build a strong commitment and resolve to deliver exceptional customer service.
02/15/2022: Grand Forks, ND
Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.
02/02/2022: Bangor, ME
Many times skills can be taught, but people must come to the table with certain traits, or no matter how skillful they are, they may still not be effective at delivering an amazing customer service experience.
01/28/2022: Fresno, CA
Step 3: View the best colleges and universities for Client Service Manager.