Client Service Manager - Madison

Company: Annex Wealth Management LLC
Location: Madison
Posted on: November 26, 2022

Job Description:

Description:
In this role you will combine your financial background with your excellent 2-3 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 RoleManage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and proceduresResearch, 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 ForThree plus years experience in an investment brokerage, advisory or wealth management firm preferredWorking knowledge of financial planning, investment and insurance fieldsExperience with industry tools, i.e. financial planning and investment software systems and CRMDetail oriented, resourceful, and able to multi-task effectivelyStrong organizational and interpersonal skillsEnjoy working in a fast-paced environmentPI197739787

Keywords: Annex Wealth Management LLC, Madison , Client Service Manager - Madison, Executive , Madison, Wisconsin