Wealth Management: Client Service & Onboarding Specialist
Job in
Madison, New Haven County, Connecticut, 06443, USA
Listed on 2026-07-16
Listing for:
MAI Wealth Management, Inc.
Full Time
position Listed on 2026-07-16
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, HelpDesk/Support, Office Administrator/ Coordinator
Job Description & How to Apply Below
MAI Wealth Management, Inc. in Madison, CT seeks a Client Service Specialist to deliver high-quality client service and operational support.
You will manage onboarding and ongoing maintenance for MAI clients, handling account-related servicing and documentation with accuracy and professionalism. You will coordinate money movements, support billing, and collaborate with Wealth Managers to ensure smooth servicing, reporting, and account administration while maintaining strict confidentiality and
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