Executive Client Services & Onboarding 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

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.