Client Service Specialist

Job Description

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 (MAI nsights , 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

COMPETENCIES

FEATURED BENEFITS :