Senior Client Service Specialist

MAI WEALTH MANAGEMENT, INC.•Spring Lake, NJ

4d•Remote

About The Position

This is an exceptional opportunity for a seasoned client service professional who thrives in a fast-paced, high-touch environment supporting high-net-worth and ultra-high-net-worth clients with complex financial lives. The Senior Client Service Specialist in this role will serve as a critical partner to Wealth Advisors, ensuring seamless delivery of client service, operational excellence, and account management across a sophisticated client base. This role is ideal for someone who brings deep experience in wealth management client service, enjoys solving complex problems, and takes pride in delivering a white-glove client experience. This position offers the opportunity to work alongside some of the most accomplished professionals in the industry while helping drive operational excellence and service delivery across a rapidly growing advisory platform. This position is fully remote, with the ideal candidate located in New Jersey. Must be comfortable and able to work Eastern Time Zone hours.

Requirements

Bachelor’s degree or equivalent professional experience
5+ years of client service experience within wealth management, private banking, brokerage, or a similar financial services environment
Proven experience supporting high-net-worth or ultra-high-net-worth clients with complex financial structures
Strong knowledge of investment accounts, portfolio structures, and wealth management operations
Demonstrated ability to mentor and train junior client service professionals
High level of proficiency with Microsoft Office, including Excel, Outlook, Word, PowerPoint, and Adobe
Experience working with CRM systems and client reporting platforms

Responsibilities

Serve as a senior member of the Wealth Management client service team, ensuring the highest level of service delivery for high-net-worth and ultra-high-net-worth clients
Act as a primary operational partner to Wealth Advisors, supporting client relationships through proactive service and account management
Manage and resolve complex client service requests across multiple custodians, account structures, and investment vehicles
Maintain a deep understanding of client relationships, financial structures, and investment portfolios to ensure exceptional service and responsiveness
Generate client correspondence and documentation related to account servicing, onboarding, and ongoing client requests
Lead the onboarding process for new client relationships, including account setup, documentation, and coordination with custodians and internal teams
Prepare and process key client documentation including advisory agreements, investment policy statements, and financial planning engagement documents
Manage ongoing account maintenance activities including transfers, address changes, account openings and closings, and account updates
Structure and verify complex money movements across client accounts, ensuring accuracy and adherence to internal controls
Oversee client reporting processes, including performance reporting, reconciliation of statements, and manual reporting adjustments when necessary
Partner with Wealth Advisors to establish and maintain complex client billing arrangements
Prepare and process quarterly and ad-hoc reporting for clients and their advisors, accountants, and other professional partners
Ensure all client files and documentation meet firm compliance standards and proactively remediate any documentation gaps
Work closely with operations and portfolio management teams to ensure client accounts are properly structured and maintained
Support senior team members with client trading activity and account servicing where needed
Prepare and process client wire transfers and other transactional requests
Provide mentorship and guidance to junior client service professionals
Support onboarding and training of new team members across the client service organization
Identify opportunities to develop and implement best practices across the client service team
Lead or participate in operational and service improvement projects across the firm