Wealth Management Client Services Specialist

MAI Capital Management; Independence Township (OH); On-site; USD 50,000 - 75,000; Full time

Job summary

MAI Capital Management's Wealth Management group seeks a detail‑oriented client service professional to support account setup, maintenance, and on-boarding for MAI Wealth Management clients. You will handle money movements, prepare engagement documents, and assist with billing specifications, reporting, and communication with clients and advisors.

This role emphasizes teamwork, confidentiality, and accurate processing across client accounts, with opportunities to collaborate on quarterly

Qualifications

• Bachelor’s degree or equivalent experience.
• 2–6 years of client service experience in financial industry, such as brokerage and/or banking.
• Solid working proficiency with Microsoft Office suite, including Excel, Outlook, Word (Mail Merge), Adobe, PowerPoint
• Financial analytical skills and knowledge of account structures and investments a plus.

Responsibilities

• Responsible for all service-related matters to meet the needs and requests of Wealth Management clients and their accounts.
• Responsible for new business processing of client accounts, on-boarding responsibilities associated with new accounts, and ongoing maintenance of the accounts.
• Processes client requests for any money movement among client accounts.
• Prepares MAI annual retainer, initial financial plan fee agreements, Investment Advisory Agreements, Investment Policy Statements, Private Asset and Outside 401k documents.
• Processes the Wealth Managers’ requests to ensure proper billing specifications are set up for client accounts.

Skills

Client service

Wealth management

Financial analysis

Microsoft Office

Communication

Time management

Attention to detail

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office

Excel

Outlook

Word

PowerPoint

Mail Merge

Adobe

Job description

MAI Capital Management's Wealth Management group seeks a detail‑oriented client service professional to support account setup, maintenance, and on-boarding for MAI Wealth Management clients. You will handle money movements, prepare engagement documents, and assist with billing specifications, reporting, and communication with clients and advisors.

This role emphasizes teamwork, confidentiality, and accurate processing across client accounts, with opportunities to collaborate on quarterly