Client Service Specialist

MAI Wealth Management, Inc.; Marriottsville (MD); On-site; USD 50,000 - 60,000; Full time

Job summary

MAI Wealth Management, Inc. is seeking a Client Service Specialist in Marriottsville, MD to support advisors and high net worth client relationships with comprehensive concierge and lifestyle services on both accounting and personal levels.

The role involves coordinating with Wealth Manager and Client Accounting teams, onboarding new clients, handling transfers, and ensuring timely follow-up of requests. A fast-paced, confidential environment with strong communication skills is expected.

Qualifications

• Bachelor’s degree 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.

Responsibilities

• Work closely with Wealth Manager and Client Services teams to support clients and prospects.
• Serve as a liaison to other areas supporting client needs and solutions.
• Facilitate real estate and auto transactions, insurance claims, credit monitoring, moves and utilities setup, and travel arrangements.
• Assist with onboarding new clients within the Family Office.
• Maintain client accounts with the Client Accounting Team (opening/closing accounts, transfers, addresses).
• Assist with preparing and processing client wire transfers.
• Meet with clients to fulfill requests and gather documents with the Wealth Manager.
• Proactively follow up with clients to ensure timely execution of items.
• Develop product knowledge and client relationship management skills.
• Prepare preliminary client correspondence and professional presentation materials.

Skills

Problem solving

Communication skills

Education

Bachelor’s degree

Tools

Microsoft Office

CRM

QuickBooks

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Service Specialist

Full Time Marriottsville, MD, US

7 days ago Requisition ID: 1935

Salary Range: $50,000.00 To $60,000.00 Annually

GENERAL JOB DESCRIPTION

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