ATLAS

Client Service Manager - Brookfield

Annex Wealth Management LLC · Brookfield, WI

LocationBrookfield, WI
Posted2026-10-30
Confirmed open2026-10-31

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About this role

Description Client Service ManagerBrookfield, WI (On-Site) Are you an organized, client-focused individual ready to be a primary point of contact for clients? Client Service Manager We are seeking an exceptionally organized and client-centric individual to join our wealth management team in Brookfield, WI. In this role, you'll combine your financial knowledge with your excellent client service…

Excerpt only. The full posting is on the employer’s careers site.

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