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Posted 1w ago

Client Service Specialist

@ MAI Capital Management
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Madison, Connecticut, United States
$52k-$65k/yrOnsiteFull Time
Responsibilities:serve clients, manage onboarding, coordinate transfers
Requirements Summary:Bachelor’s degree (or equivalent) and 2-6 years client service or operations experience in wealth management; proficient in Microsoft Office; CRM experience; knowledge of financial accounts and investments; strong organization and communication.
Technical Tools Mentioned:Microsoft Office, CRM systems, Microsoft Excel, Microsoft Outlook, Microsoft Word
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Job Description

GENERAL JOB DESCRIPTION

Active member of the Wealth Management Group responsible for delivering high-quality client service and operational support. Manages account-related service, onboarding, and ongoing maintenance for MAI Wealth Management clients.


MAJOR DUTIES AND RESPONSIBILITIES

  • Serve as a primary point of contact for client service needs, delivering timely, responsive, and professional support
  • Manage day-to-day client service requests, ensuring accurate and efficient resolution of all account-related matters
  • Coordinate and execute client money movement requests, including wires, journals, and transfers, in accordance with firm policies and procedures
  • Prepares MAI annual retainer, initial financial plan fee agreements, Investment Advisory Agreements, Investment Policy Statements, Private Asset and Outside 401k documents.
  • Oversee new account onboarding from initiation through completion, ensuring all documentation, compliance, and operational requirements are met
  • Maintain client accounts, including account openings and closures, transfers, updates, and ongoing maintenance of account records
  • Prepare and process client documentation, including investment advisory agreements, investment policy statements, and related materials
  • Partner with Wealth Managers and internal teams to support client servicing, reporting, and account administration
  • Ensure proper billing setup and maintenance in accordance with client agreements and firm standards
  • Generate and deliver client communications related to account setup, servicing, and ongoing requests in a clear and professional manner
  • Maintain accurate client records and documentation within internal systems, including CRM and portfolio reporting tools
  • Coordinate with Operations and custodians to resolve account issues, discrepancies, and service requests
  • Monitor account activity and proactively identify and address potential issues or service needs
  • Update CRM systems to support client communications, mailings, and firm-wide initiatives
  • Identify opportunities to improve workflows and enhance operational efficiency and client experience
  • Participate in team initiatives and special projects, as needed


EXPERIENCE / CREDENTIALS

  • Bachelor’s degree and/or equivalent professional experience
  • 2 – 6 years of client service or operations experience within wealth management, brokerage, or financial services
  • Strong proficiency in Microsoft Office Suite, including Excel, Outlook, and Word 
  • Experience with CRM systems 
  • Solid understanding of financial account types, investment products, and account structures
  • Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
  • Excellent communication skills, both written and verbal, with strong client service orientation


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; maintains high ethical standard in all practices
  • Driven and resourceful to find answers to client account requests
  • Ability to expedite and prioritize requests from clients and sales team 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 
  • Possesses industry business acumen
  • Strong verbal and written communication and interpersonal skills
  • Tax, Banking, and Investment knowledge a plus
  • 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


FEATURED BENEFITS: 

  • Discretionary Bonus
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement