20 client service associate Jobs in milwaukee, wi
Annex Wealth Management is Hiring a Client service manager Near Milwaukee, WI
Description :
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.
PIa3c6fdbb446c-26289-33883583
Last updated : 2024-05-23
Job Summary
Full Time
Business Services
$88k-114k (estimate)
05/25/2024
08/23/2024
annexwealth.com
MEQUON, WI
50 - 100
2001
Private
DAVID SPANO CFP
$10M - $50M
Business Services
Related Companies
About Annex Wealth Management
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.
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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.
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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.
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Build a strong commitment and resolve to deliver exceptional customer service.
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Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.
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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.
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Step 3: View the best colleges and universities for Client Service Manager.
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