Wealth Management Specialist

3 days ago


Independence, Missouri, United States MAI Wealth Management, Inc. Full time
About MAI Wealth Management

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 Description

The Senior Client Service Specialist will be responsible for managing client relationships, communicating with clients, and providing exceptional service to meet their needs.

Responsibilities
  1. Client Relationship Management: Build and maintain strong relationships with high net worth clients.
  2. Communication: Communicate with clients via phone, email, or in-person meetings to understand their needs and provide personalized service.
  3. 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


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