Regional Service Leader, Wealth Management
MAI Capital Management, LLC
MAI Capital Management seeks a Regional Coordinator to oversee service delivery across the region, reporting to the National Head of Service while partnering with Regional Presidents. You will manage CSSs, balance regional work queues with national visibility, and drive standardization of workflows in support of a centralized, technology-enabled service model. The role requires 7+ years of client service experience in financial services, leadership capabilities, and travel up to 25%. #J-18808-Ljbffr
Vacancy posted 3 days ago
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