About this role
Client Service Manager - Madison at Annex Wealth Management LLC. Location: Madison, Wisconsin, United States. Role: managing transactions, resolving inquiries, coordinating relationships Requirements: 2+ years client-facing experience in investment/wealth management or brokerage; working knowledge of financial planning, investment, and insurance; strong organization, communication, and multitasking skills. Category: Customer Service Seniority: Entry Level Tools: CRM Commitment: Full Time Workplace: Onsite Languages: English