Client Service Associate

Turn your energy and attention to detail into a career that makes a difference Join Our Growing Team at one of the following locations: 1 position opening in Madison, Brookfield (Headquarters), and 1 position opening in Lake Country or Madison We are a proud seven‑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. Description Annex Wealth Management is a privately held, full‑service registered investment advisor 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, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. At Annex Wealth Management, our values aren’t just words – they guide how we work every day: Knowledge Accountability Integrity Courage Respect Ownership Does this resonate with you? We’re looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you’re ready to join a culture where these values are the foundation of everything you do, we’d love to hear from you. What You’ll Do Communication & Professionalism: Engage in clear, professional communication across emails, internal chats, meetings, and with custodial partners to ensure smooth collaboration and positive client interactions. Account Record Maintenance: Keep client records up to date and well‑organized, preparing review materials at least 48 hours in advance to support seamless client meetings. Team Participation & Collaboration: Actively contribute to team projects and task management, collaborating with colleagues and taking initiative to problem‑solve using available resources to meet client needs. Accuracy & Task Completion: Consistently complete assigned tasks on time with outstanding attention to detail, thorough documentation, and follow‑through—ensuring accurate client records and supporting overall team efficiency. Resourcefulness & Collaboration: Identify when situations require input from other team members and take initiative to resolve issues using available tools and resources. Maintain a solution‑oriented mindset. Proactive Communication: Provide timely updates to the Client Service team, addressing concerns and ensuring alignment across projects and client needs. Client Engagement: Build foundational experience interacting with clients through email, phone calls, and in‑person meetings, contributing to strong and lasting relationships. Requirements Education and Certification: High school diploma or equivalent, Bachelor’s degree highly preferred. Client‑Focused Communication: Excellent communication skills and a client‑first mindset. Organizational Excellence: Proven ability to manage multiple priorities and deliver timely, accurate results in a fast‑paced setting. Team‑Based Collaboration: Comfortable working cross‑functionally with internal experts to ensure client needs are met. Technology Proficiency: Ability to learn and develop proficiency with multiple internal platforms. Benefits Medical, dental, and vision insurance Life & Disability Insurance Paid Time Off (PTO) 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones Opportunities for professional growth and development Summer hours Casual Friday’s 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. #J-18808-Ljbffr