Family Office Client Concierge & 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

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.