Senior Client Service Specialist
18 hours ago
We are seeking a highly skilled and experienced Client Service Specialist to join our team at MAI Wealth Management, Inc. The ideal candidate will have a strong background in client service, financial analysis, and communication skills.
Key Responsibilities:
- Provide exceptional client service and support to high net worth individuals and their families.
- Manage client accounts, including onboarding, maintenance, and troubleshooting.
- Collaborate with Wealth Advisors to ensure complex billing specifications are set up for client accounts.
- Prepare and process client wire transfers, and generate client correspondence to assist with account setup and client needs.
- Process and submit quarterly and ad-hoc reporting to clients via their preferred method.
- Maintain and update CRM lists for various mailings and contact pieces.
- Work with Operations to set up client accounts or make needed changes to keep accounts in good order.
Requirements:
- Bachelor's degree and/or equivalent experience.
- 7+ years of client service experience in the financial industry, including brokerage and/or banking.
- Demonstrated ability to work with high net worth individuals with complex account structures.
- Demonstrated ability to on-board and train new Client Service team members.
- High level of proficiency with Microsoft Office suite, including Excel, Outlook, Word, Adobe, and PowerPoint.
- Strong financial analytical skills and knowledge of account structures and investments.
- CRM experience.
Competencies:
- Thrives in a fast-paced and dynamic team-based environment.
- Passionate about service for clients.
- Maintains absolute confidentiality of all client information and safeguards client and company data.
- Develops best practices and implements across other Client Service Specialists.
- Independently makes decisions, overcomes hurdles, solves problems, and implements.
- Ability to lead others in making decisions and implementing them.
- Ability to expedite and prioritize requests from clients and team members for best execution.
- Strong organizational skills: ability to analyze, interpret data/instructions, and knows to ask questions.
- Organized, detail-oriented, and able to multitask and meet deadlines.
- Strong industry business acumen and can demonstrate effectively working with clients.
- Tax, Banking, and Investment knowledge, including account structures.
- Motivated to learn about all areas of the division and firm as part of a growing and fast-paced team.
- Experience working on interdepartmental teams.
- Professional demeanor, superb work ethic, high level of personal ethics and integrity.
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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