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Supervisor of Client Service - Delafield, WIAnnex Wealth Management · Delafield, WI
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Annex Wealth Management

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Supervisor of Client Service - Delafield, WI

🗓️ Posted 2026-10-01 Delafield, WI Hybrid Customer Service Call Centre
💰 Salary Not shared 📊 Market US$5,000–US$7,500/mo

About the Company

Know The Difference Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We've earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process. Financial Services Specialties: fiduciary, finance, retirement, savings, financial advice, 401k, investment, advisor, technology, trust, team

About the Role

The Supervisor of Client Service is a true player - coach who leads the team while actively working alongside them to deliver an exceptional client experience. This role blends hands-on client service with coaching, training, and elevating team performance, ensuring smooth operations and strong cross-department collaboration. By modeling best practices, guiding day-to-day execution, and fostering clear communication, the Supervisor strengthens the team, drives goals forward, and enhances the firm's overall success.

Responsibilities

  • ● Elevate Client Service Experience: Provide expert guidance, coaching, and development to the Client Service team.
  • ● Optimize Team Performance: Oversee employee development through coaching, evaluating performance, and managing overall team dynamics to optimize productivity and morale.
  • ● Proactive Problem-Solving: Proactively identify opportunities for the team to be enhanced, new offerings/processes, and troubleshooting.
  • ● Operational Efficiency: Maintain high standards of compliance and operational efficiency, owning deadlines and assisting others with theirs.
  • ● Process Development & Coordination: Coordinate training and training materials, facilitate escalation and problem-solving, and lead projects and team initiatives.
  • ● Interdepartmental Collaboration: Understand interdepartmental connections and downstream impact, fostering strong collaboration with other team leaders to impact team members and enhance performance/relationships.
  • ● Communication & Leadership: Exhibit a high level of communication competency with internal and external groups, structure complex communication messages, influence others to achieve team goals, and coach/mentor others within the immediate team.
  • ● Talent Management: Have HR/personnel responsibilities including assisting with growth plans, training, goal setting, and individual team growth plans for direct reports.
  • ● Accountability: Personal responsibility for overdue tasks at or below team average; responsible for the successful execution of the Client Service Management function for assigned direct reports in all facets of the role, including all HR functions (e.g., attendance, communication, team collaboration, and attitude/morale).
  • ● Annex Wealth Management - Know the Difference
  • ● 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 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
  • ● Annex Wealth Management is a 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, 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:
  • ● Accountability
  • ● 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 we do, we'd love to hear from you.
  • ● What You'll Need to Succeed
  • ● Leadership & Coaching Experience: Proven ability to provide expert guidance, coaching, and development to a team.
  • ● Communication Mastery: High level of communication competency with internal and external groups; ability to structure complex communication messages.