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Annex Wealth Management
The Client Service Manager serves as the primary point of contact for wealth management clients, managing daily transactions, resolving inquiries, and building strong, personalized relationships. This role combines financial knowledge with client service skills to ensure smooth operations and maintain exceptional client experiences. The position requires collaboration within a team-oriented environment to deliver high-quality, personalized wealth management services.
Annex Wealth Management delivers comprehensive, custom-tailored wealth management services to each client. Our fiduciary commitment and fee-only compensation help nurture a relationship rooted in trust.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Annex Wealth Management.
Annex Wealth Management didn’t post a salary, so this is our estimate from similar listings.
14% below the average for this role