Client Service Specialist

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 a…