Wealth Management Specialist
3 days ago
MAI Wealth Management, Inc. is a leading provider of wealth management services to high net worth individuals. We are committed to delivering exceptional client service and support to help our clients achieve their financial goals.
Job DescriptionThe Senior Client Service Specialist will be responsible for managing client relationships, communicating with clients, and providing exceptional service to meet their needs.
Responsibilities- Client Relationship Management: Build and maintain strong relationships with high net worth clients.
- Communication: Communicate with clients via phone, email, or in-person meetings to understand their needs and provide personalized service.
- Account Management: Manage client accounts, including onboarding, account setup, and maintenance.
Requirements
- Education: Bachelor's degree and/or equivalent experience.
- Experience: 7+ years of client service experience in the financial industry.
- Skills: Strong analytical skills, excellent communication skills, and proficiency in Microsoft Office suite.
Benefits
- Discretionary Bonus
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement
-
Wealth Management Specialist
3 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob OverviewMAI Wealth Management, Inc. is seeking a Senior Wealth Advisor to join our team of experienced professionals. As a key member of our wealth management team, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth clients.
-
Wealth Management Internship
2 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeAbout MAI Wealth Management, Inc.We are a boutique wealth management firm headquartered in Cleveland, OH, with a presence nationwide. Our mission is to empower clients to simplify, protect, and grow their wealth through a holistic approach to financial and wealth management.
-
Wealth Management Analyst
3 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob OverviewAt MAI Wealth Management, Inc., we offer a 10-week Summer Internship Program in various areas of our firm. This program provides an opportunity to work on challenging assignments and gain real-world experience in the wealth management industry.Estimated Salary:$20.00 per hourWe have paid internship opportunities in areas such as Wealth...
-
Wealth Management Professional
4 weeks ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeOverview">The Sr. Wealth Advisor role at MAI Wealth Management, Inc. presents an opportunity to excel in comprehensive wealth management.">About the Job">We are seeking a highly skilled professional to manage high net worth client relationships, providing financial guidance and developing individualized plans tailored to client needs.">Main...
-
Wealth Management Associate
3 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeAbout the RoleWe are looking for a skilled Wealth Management Associate to join our team at MAI Wealth Management, Inc.This role involves working closely with our Family Office Advisory Team to cultivate and enhance client relationships through active communication, processing client requests, and resolving inquiries.The successful candidate will have a solid...
-
Personal Wealth Strategist
3 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeThe PositionThis is an excellent opportunity for a motivated and dedicated professional to take on a leadership role within our organization. As a Senior Wealth Advisor, you will work closely with clients to develop personalized financial solutions that meet their unique needs and goals.
-
Technical Integration Specialist
3 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob Title: Technical Integration SpecialistEstimated Salary: $80,000 - $105,000 per year.About the Role:We are looking for a skilled Technical Integration Specialist to join our team at MAI Wealth Management, Inc. This is an excellent opportunity for a technical professional to work on integrating various technologies and systems, ensuring seamless...
-
Data Insights Specialist
5 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob Title: Data Insights SpecialistCompany Overview: MAI Wealth Management, Inc. is looking for a skilled Data Insights Specialist to help drive business decisions with data-driven insights.Salary: The estimated annual salary for this position is $110,000 - $140,000 based on industry standards and location.Job Description:Primary ResponsibilitiesDevelop and...
-
IT Desktop Support Specialist
4 weeks ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeMAI Wealth Management, Inc. - IT Desktop Support Job DescriptionAbout the Role:We are seeking a skilled IT Desktop Support Specialist to join our team at MAI Wealth Management, Inc.Job Summary:The IT Desktop Support Specialist will provide Tier 1 and Tier 2 technical support to users in an efficient and accurate manner.Key Responsibilities:Serve as the first...
-
Senior Client Relationship Manager
4 weeks ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob OverviewAt MAI Wealth Management, Inc., we are seeking a highly motivated and detail-oriented Senior Client Relationship Manager to join our team. This is an exciting opportunity for an experienced professional to enhance client relationships and drive business growth.
-
IT Support Specialist
4 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeCompany OverviewMai Wealth Management, Inc. is a leading provider of financial services and solutions.We are seeking an experienced IT Support Specialist to join our team.About the RoleThis is a challenging opportunity for an IT professional looking to work in a fast-paced environment.The successful candidate will be responsible for providing first-level...
-
Summer Associate Program
3 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeWhy Choose MAI Capital Management?As a leading wealth management firm, we offer a unique opportunity for interns to gain hands-on experience in the industry. Our 10-week summer program provides challenging assignments, mentorship, and real-world experiences in areas such as Wealth Management, Investment Management, Finance, and more. With paid internship...
-
Investment Internship Opportunity
4 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeAbout UsMAI Capital Management is headquartered in Cleveland, OH, and offers summer internship placements at multiple locations nationwide. For nearly 50 years, we have taken a holistic approach to financial and wealth management to empower clients to simplify, protect, and grow their wealth.Our MissionWe strive to serve all our clients' financial management...
-
Digital Transformation Manager
4 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob Title: Digital Transformation ManagerEstimated Salary: $85,000 - $110,000 per year.About the Role:We are seeking a highly skilled Digital Transformation Manager to join our team at MAI Wealth Management, Inc. This is an exciting opportunity for a technical expert to lead and manage digital transformation projects, driving business growth and...
-
Client Experience Specialist
3 days ago
Independence, Missouri, United States Prasad Wealth Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Prasad Wealth. As a Client Service Associate, you will be responsible for delivering exceptional client-first experience by managing client accounts, executing money movement transactions, and performing administrative functions.
-
Senior Legal Advisor
3 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob Title: Senior Legal AdvisorWe are looking for a skilled Senior Legal Advisor to join our team at MAI Wealth Management, Inc.Salary: $150,000 - $220,000 per yearJob DescriptionThe ideal candidate will be responsible for providing high-level legal support to the company, including managing complex matters, drafting and negotiating agreements, and...
-
Corporate Counsel
2 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob OverviewThe ideal candidate for this role is a seasoned attorney with 3-5 years of experience in corporate law. The successful applicant will have a strong understanding of commercial agreements, mergers and acquisitions, and contract law.Estimated Salary: $120,000 - $180,000 per annum.About the RoleWe are seeking an experienced In-House Attorney to join...
-
High-Net-Worth Financial Advisor
4 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeAbout the RoleWe are looking for a skilled and ambitious Senior Wealth Advisor to lead our client relationships and deliver exceptional results. With a strong understanding of financial planning concepts and a proven track record of acquiring new clients, you will be well-equipped to succeed in this role.
-
In-House Lawyer
3 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob Title: In-House LawyerWe are seeking an experienced In-House Lawyer to join our team at MAI Wealth Management, Inc.Salary: $100,000 - $160,000 per yearJob DescriptionThe successful candidate will be responsible for providing day-to-day legal support to the company, including drafting and reviewing contracts, agreements, and other legal documents, and...
-
Business Data Analyst
5 days ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob Title: Business Data AnalystCompany Overview: At MAI Wealth Management, Inc., we are seeking a highly skilled Business Data Analyst to join our team. The ideal candidate will have a strong background in data analysis and experience working with cloud-based platforms.Salary: Estimated annual salary is $120,000 - $150,000 based on location and industry...