Client Service Specialist

MAI Capital Management; Marriottsville (MD); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

MAI Capital Management in Maryland seeks a Client Service Specialist to support advisors and high net worth client relationships within our Family Office group. You will coordinate concierge services, assist with onboarding, and collaborate with accounting to maintain client records.

Ideal candidates have a bachelor’s degree, strong communication skills, and proficiency with Microsoft Office. CRM and QuickBooks experience is a plus in a fast-paced, confidential team environment.

Qualifikationen

• Bachelor’s degree or equivalent experience required.
• Strong communication and problem solving in a fast-paced environment.
• Proficiency with Microsoft Office Suite; CRM and QuickBooks experience a plus.

Aufgaben

• Support advisors and high net worth client relationships within Family Office.
• Coordinate concierge and lifestyle services for clients.
• Assist with onboarding of new clients and maintain client accounts with accounting teams.
• Process client wire transfers and respond to client requests promptly.
• Maintain confidentiality of client information and collaborate with sales team.

Kenntnisse

Client service

Communication

Problem solving

Microsoft Office

CRM

QuickBooks

Confidentiality

Ausbildung

Bachelor’s degree or equivalent

Tools

CRM

QuickBooks

Microsoft Office

Jobbeschreibung

The Client Service Specialist will be a member of a team that supports advisors and their high net worth client relationships. This includes comprehensive concierge and lifestyle services for our Family Office clients on both an accounting and personal level.

MAJOR DUTIES AND RESPONSIBILITIES

• Work closely with the Wealth Manager, Client Services and Client Accounting teams to support clients and prospects.
• Serve as a key liaison to other areas supporting the client needs and solutions.
• Act as a facilitator on real estate and auto transactions, assisting clients with placing insurance claims, proactively monitoring credit reports, coordinating moves and the setup of utility services as well as travel arrangements.
• Assist with and manage new client on-boarding process within the Family Office.
• Work closely with the Client Accounting Team to maintain 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
• In coordination with the Wealth Manager, meets with clients to fulfill requests, gather documents and general follow-up.
• Consistently and proactively follow up with clients to ensure timely execution of all open items.
• Develop strong product knowledge and client relationship management skills.
• Prepare preliminary client correspondence and professional client presentation materials.

EXPERIENCE/CREDENTIALS

• Bachelor’s degree and/or equivalent experience
• Ability to work in an entrepreneurial, fast paced environment and provide leadership
• Thrives in a high energy team based environment
• Excellent problem solving and communication skills
• Proficient with Microsoft Office Suite
• Maintain absolute confidentiality of client information
• CRM and QuickBooks experience is 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
• 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
• Professional demeanor, superb work ethic, high level of personal ethics and integrity