Client Service Specialist at MAI Capital Management in Maryland

GENERAL JOB DESCRIPTION
The Client Service Specialist will be a member of a team that supports advisors and their high net worth client relationships.  This includes comprehensive concierge and lifestyle services for our Family Office clients on both an accounting and personal level.
MAJOR DUTIES AND RESPONSIBILITIES
Work closely with the Wealth Manager, Client Services and Client Accounting teams to support clients and prospects.
Serve as a key liaison to other areas supporting the client needs and solutions.
Act as a facilitator on real estate and auto transactions, assisting clients with placing insurance claims, proactively monitoring credit reports, coordinating moves and the setup of utility services as well as travel arrangements.
Assist with and manage new client on-boarding process within the Family Office.
Work closely with the Client Accounting Team to maintain 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
In coordination with the Wealth Manager, meets with clients to fulfill requests, gather documents and general follow-up.
Consistently and proactively follow up with clients to ensure timely execution of all open items.
Develop strong product knowledge and client relationship management skills.
Prepare preliminary client correspondence and professional client presentation materials.
EXPERIENCE/CREDENTIALS
Bachelor’s degree and/or equivalent experience
Ability to work in an entrepreneurial, fast paced environment and provide leadership
Thrives in a high energy team based environment
Excellent problem solving and communication skills
Proficient with Microsoft Office Suite
Maintain absolute confidentiality of client information
CRM and QuickBooks experience is 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
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
Professional demeanor, superb work ethic, high level of personal ethics and integrity

FEATURED BENEFITS:
Medical Insurance
Dental Insurance
Vision Insurance
401(k)
Health Savings Account
Paid Maternity Leave
Paid Parental Leave
Tuition Reimbursement