Client Service Manager - Brookfield
Annex Wealth Management LLC is hiring for Client Service Manager - Brookfield in Brookfield, WI. Manager level. First seen October 31, 2026; open as of November 8, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Annex Wealth Management LLC
- Where
- Brookfield, WI
- Level
- Manager
- First seen
- October 31, 2026
- Listed via
- Paylocity
What the posting says
In this role, you'll combine your financial knowledge with your excellent client service skills to manage daily client transactions, resolve inquiries, and proactively build strong, personalized client relationships. What You’ll Do The primary purpose of this role is to be one of the primary points of contact for all service-related needs of a wealth management client, ensuring smooth transactions and maintaining exceptional client relationships. - Client Service & Inquiry Resolution: Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance…
Read more and apply on Annex Wealth Management LLC's site
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