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Wealth Management Client Experience Specialist

Job in Independence, Cuyahoga County, Ohio, 44131, USA
Listing for: MAI Capital Management
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Ohio seeks an active member for their Wealth Management Group to assist with account-related service and overall client requests. This role demands strong client service experience in the financial industry, proficiency in Microsoft Office, and excellent organizational skills. Responsibilities include managing service requests, processing new accounts, and preparing financial documentation. Ideal candidates will have a Bachelor’s degree and 2-6 years of relevant experience in a dynamic team environment.
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