Client Service Specialist

MAI WEALTH MANAGEMENT, INC.•Marriottsville, MD

14d

About The Position

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.

Requirements

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

Nice To Haves

CRM and QuickBooks experience is a plus
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

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.