MAI Capital Management · 7 hours ago
Client Service Specialist
Marriottsville, MD
Full-time
Onsite
New Grad, Entry LevelMAI Capital Management is seeking a Client Service Specialist to support advisors and their high net worth clients. The role involves providing comprehensive concierge and lifestyle services, managing client accounts, and acting as a liaison to fulfill client needs and solutions.
ConsultingFinancial Services
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
Qualification
Required
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
Preferred
CRM and QuickBooks experience is a plus
Tax, Banking, and Investment knowledge a plus
Benefits
Discretionary Bonus
Medical Insurance
Dental Insurance
Vision Insurance
401(k)
Health Savings Account
Paid Maternity Leave
Paid Parental Leave
Tuition Reimbursement
Company
MAI Capital Management
MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services.
Founded in 1973
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Wealth Partners Capital Group
2021-08-16Acquired
2017-07-10Series Unknown
Leadership Team
James Kacic
Managing Partner & Chief Operating Officer
John Zaller
Managing Partner
Recent News
2026-01-16
Asharq Al-Awsat
2025-12-12
Business Wire
2025-12-08
Company data provided by crunchbase