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Financial Operations Coordinator
2 weeks ago
At MAI Wealth Management, Inc., we are seeking a highly organized and detail-oriented Client Service Specialist to join our financial operations team. As a key member of our team, you will be responsible for ensuring the smooth execution of client transactions and requests. Your primary focus will be on maintaining accurate and up-to-date records of client accounts, processing client requests for money movement among client accounts, and preparing and processing client correspondence. Additionally, you will assist with preparing and processing client wire transfers and bundle and deliver portfolio tax information to clients and accountants.
Requirements include:
• Bachelor's degree and/or equivalent experience
• 2-6 years of client service experience in the financial industry
• Strong 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
Benefits include:
• Estimated salary: $80,000 - $100,000 per year, depending on experience
• Comprehensive benefits package, including medical insurance, dental insurance, vision insurance, 401(k), health savings account, paid maternity leave, paid parental leave, and tuition reimbursement
If you are a motivated and detail-oriented professional with excellent organizational and communication skills, we encourage you to apply.