About this opportunity
MAI Wealth Management, Inc. lists this Regional Service Lead, Wealth Management & Automation opportunity in independence township, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
MAI Wealth Management, Inc. in Independence, OH is seeking a Regional Service Lead to coordinate client service across offices, report to the National Head of Service, and partner with regional presidents.
You will manage Client Service Specialists, oversee regional queues, and drive standardized, centralized service processes aligned with national standards. You will lead capacity planning, training, and quality of back-office processing, while delivering a scalable, client-centric service
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.