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Wealth Client Service Specialist

MAI Wealth Management, Inc.
Deerfield, IL
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

GENERAL JOB DESCRIPTION

Active member of the Wealth Management Group. Assists management team with account-related service, new business matters, account set-up and overall client service requests for MAI Wealth Management clients.

 

MAJOR DUTIES AND RESPONSIBILITIES

  • Responsible for all service-related matters to meet the needs and requests of Wealth Management clients and their accounts
  • Responsible for new business processing of client accounts, on-boarding responsibilities associated with new accounts, and ongoing maintenance of the accounts
  • Processes client requests for any money movement among client accounts
  • Prepares MAI annual retainer, initial financial plan fee agreements, Investment Advisory Agreements, Investment Policy Statements, Private Asset and Outside 401k documents
  • Processes the Wealth Managers’ requests to ensure proper billing specifications are set up for client accounts
  • Bundles and delivers portfolio tax information to clients and accountants
  • Maintains client accounts – including opening and closing client accounts, preparing transfer forms, address changes, maintenance of master account list
  • Assists with preparing and processing client wire transfers
  • Generates client correspondence to assist with account set up, client needs or queries
  • Processes and submits quarterly and ad-hoc reporting to client via their preferred method (mail or email)
  • Retains files and electronically track processes and documentation
  • Updates CRM lists for various mailings and contact pieces (MAInsights, other general alerts, etc.)
  • Works with Operations to set up client accounts or make needed changes to keep accounts in good order
  • Participates in projects, as needed

 

EXPERIENCE/CREDENTIALS

  • Bachelor’s degree and/or equivalent experience
  • Client service experience in financial industry, such as brokerage and/or banking (2-6 yrs.)
  • Solid working proficiency with Microsoft Office suite, including Excel, Outlook, Word (Mail Merge), Adobe, PowerPoint
  • Financial analytical skills and knowledge of account structures and investments a plus
  • CRM experience a plus

 

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

 

 

 

MAI Wealth Management, Inc.

Address

Deerfield, IL
60015 USA

Industry

Business

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