Senior Investment Client Service Specialist
4 weeks ago
We are seeking a highly skilled Senior Investment Client Service Specialist to join our team at MAI Wealth Management, Inc. This role will be responsible for providing exceptional client service, training, and mentoring new team members.
Key Responsibilities:
- Train and coach new Client Service Specialists
- Mentor less experienced team members
- Offer performance-based feedback
- Responsible for all service-related matters for Investment Management clients
- Process new business and ongoing maintenance of client accounts
- Verify money movements among client accounts
- Prepare client documents, including annual retainer and investment agreements
- Partner with Wealth/Investment Managers to set up complex billing specifications
- Gather and submit portfolio tax information
- Responsible for client performance reporting
- Maintain client accounts, including opening and closing accounts
- Utilize deep knowledge to resolve service-related matters
- Assist senior team members with trading client accounts
- Process client wire transfers and generate correspondence
- Submit quarterly and ad-hoc reporting to clients
- Maintain and update CRM lists for mailings and contact pieces
- Work with Operations to set up client accounts or make changes
- Lead projects as needed
Requirements:
- Bachelor's degree and/or equivalent experience
- Client service experience in the financial industry (7+ years)
- Demonstrated ability to work with high net worth individuals and complex account structures
- Demonstrated ability to on-board and train new Client Service team members
- High level of proficiency with Microsoft Office suite and CRM experience
- Strong financial analytical skills and knowledge of account structures and investments
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