Wealth Management Client Experience 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

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.