Client Service Specialist

MAI Capital Management; Boulder (CO); On-site; USD 55,000 - 75,000; Full time

Job summary

MAI Capital Management is seeking a detail‑oriented client service professional to support its Wealth Management group in Boulder. You will assist management with account set‑ups, new business matters, and ongoing client service requests for MAI Wealth Management clients.

You will coordinate onboarding, handle money movement requests, prepare fee agreements and investment documentation, and support billing and reporting processes. Strong Excel/Office skills and confidentiality are essential.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Client service experience in financial industry preferred (brokerage/banking).
• Proficiency with MS Office and document preparation tasks.

Responsibilities

• Handle service-related matters for Wealth Management clients and accounts.
• Process new business, onboarding, and ongoing maintenance of client accounts.
• Request money movement, prepare billing specs, and deliver tax information to clients.

Skills

Client service

Financial industry knowledge

Microsoft Office

Communication skills

Organizational skills

Confidentiality

Teamwork

Education

Bachelor’s degree or equivalent experience

Tools

Excel

Outlook

Word

PowerPoint

Mail Merge

Adobe

Job description

Active member of the Wealth Management Group. Assists management team with account-related service, new business matters, account set-up and overall client service requests for MAI Wealth Management clients.

MAJOR DUTIES AND RESPONSIBILITIES

• Responsible for all service-related matters to meet the needs and requests of Wealth Management clients and their accounts
• Responsible for new business processing of client accounts, on-boarding responsibilities associated with new accounts, and ongoing maintenance of the accounts
• Processes client requests for any money movement among client accounts
• Prepares MAI annual retainer, initial financial plan fee agreements, Investment Advisory Agreements, Investment Policy Statements, Private Asset and Outside 401k documents
• Processes the Wealth Managers’ requests to ensure proper billing specifications are set up for client accounts
• Bundles and delivers portfolio tax information to clients and accountants
• Maintains client accounts – including opening and closing client accounts, preparing transfer forms, address changes, maintenance of master account list
• Assists with preparing and processing client wire transfers
• Generates client correspondence to assist with account set up, client needs or queries
• Processes and submits quarterly and ad-hoc reporting to client via their preferred method (mail or email)
• Retains files and electronically track processes and documentation
• Updates Salesforce lists for various mailings and contact pieces (MAInsights, other general alerts, etc.)
• Works with Operations to set up client accounts or make needed changes to keep accounts in good order
• Coordinates client review preparation, scheduling, and Salesforce tracking to ensure timely completion and accurate review records
• Maintains team tracking files, including financial planning, new client AUM, vacation calendars, and related documentation
• Supports team administration, including biweekly staff meeting agendas, team lunch coordination, office mail, client check deposits, and UPS mailings

Participates in projects, and other duties as needed

EXPERIENCE/CREDENTIALS

• Bachelor’s degree and/or equivalent experience
• Client service experience in financial industry, such as brokerage and/or banking (2-6 yrs.)
• Solid working proficiency with Microsoft Office suite, including Excel, Outlook, Word (Mail Merge), Adobe, PowerPoint
• Financial analytical skills and knowledge of account structures and investments a plus

COMPETENCIES

• Thrives in a fast-paced and dynamic team-based environment.
• Passionate about service for clients
• Maintains absolute confidentiality of all client information and safeguards client and company data; maintains high ethical standard in all practices.
• Driven and resourceful to find answers to client account requests.
• Ability to expedite and prioritize requests from clients and sales team for best execution.
• Strong organizational skills: ability to analyze, interpret data/instructions, and knows to ask questions.
• Organized, detail-oriented, and able to multitask and meet deadlines.
• Possesses industry business acumen.
• Strong verbal and written communication and interpersonal skills
• Tax, Banking, and Investment knowledge a plus
• Motivated to learn about all areas of the division and firm as part of a growing and fast paced team.
• Experience working on interdepartmental teams.
• Professional demeanor, superb work ethic, high level of personal ethics and integrity