Associate, DC Support Services

Mariner Wealth Advisors•Overland Park, KS

14d

About The Position

Job Summary: The Associate - DC Support Services is responsible for onboarding new clients and providing support to the defined contribution support services department while learning performance measurement, reporting and investment policy monitoring to become a DC Support Analyst. Essential Duties and Responsibilities: Gather and input plan assets by fund along with total assets under management Gather and input performance returns for proprietary stable value funds and custom holdings Onboarding and setup of new clients including internal systems setup and report creation Maintain client and plan data in CRM Generate DC retirement plan reporting on a monthly and/or quarterly basis Prepare client investment analysis and reviews Communicate with Advisors and Service team Prepare standard investment policy statement and monitor adherence to plan’s policy statement Prepare annual fee analysis Create participant enrollment videos using Venrollment for defined contribution clients Create and maintain plan highlights Prepare fee benchmarking to ensure competitive cost for value Attend recordkeeper calls with clients as scheduled Participate in group participant meetings to inform of plan changes Learn and develop the necessary skills to move into a DC Support Services Analyst role Other projects as requested by the Team Lead or Managing Director Required Education and Experience: Bachelor’s degree CFA Investment Foundations Program required within 12 months of start date CPFA retirement plan designation within 24 months of start date Preferred Education and Experience: 1 years of relevant professional experience preferred Familiarity with MS Office Suite, specifically MS Excel and MS Outlook Data entry experience with strong attention to detail Corporate retirement plan experience preferred Open to a variety of experience levels, experience with investments a plus Skills: Highly organized with strong analytical skills and attention to detail Positive attitude toward client relations to provide exceptional, proactive client service Strong verbal and written communication skills are essential to effective client relationships Displays the ability to be highly organized and flexible with multiple priorities and changing deadlines Ability to think critically and solve problems leveraging available resources Solid understanding of mathematical computations High level of aptitude for software systems and Microsoft Office. Specifically, Excel, Word, and Adobe/Foxit Desire to take initiative and add value to create a better client experience Willing to go above-and-beyond to build a lasting client relationship Ability to organize time and perform tasks with minimal direction Able to manage time effectively and multi-task Able to work in a team environment Able to travel, if needed Deadline oriented Physical Demands/Requirements: The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodation. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus. Work Environment: This job operates in an office setting, either at a home office, or a corporate office. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel Requirement: Up to 10% #LI-JS1 #LI-REMOTE EOE/M-F/D/V

Requirements

Bachelor’s degree
CFA Investment Foundations Program required within 12 months of start date
CPFA retirement plan designation within 24 months of start date
Highly organized with strong analytical skills and attention to detail
Positive attitude toward client relations to provide exceptional, proactive client service
Strong verbal and written communication skills are essential to effective client relationships
Displays the ability to be highly organized and flexible with multiple priorities and changing deadlines
Ability to think critically and solve problems leveraging available resources
Solid understanding of mathematical computations
High level of aptitude for software systems and Microsoft Office. Specifically, Excel, Word, and Adobe/Foxit
Desire to take initiative and add value to create a better client experience
Willing to go above-and-beyond to build a lasting client relationship
Ability to organize time and perform tasks with minimal direction
Able to manage time effectively and multi-task
Able to work in a team environment
Able to travel, if needed
Deadline oriented

Nice To Haves

1 years of relevant professional experience preferred
Familiarity with MS Office Suite, specifically MS Excel and MS Outlook
Data entry experience with strong attention to detail
Corporate retirement plan experience preferred
Open to a variety of experience levels, experience with investments a plus

Responsibilities

Gather and input plan assets by fund along with total assets under management
Gather and input performance returns for proprietary stable value funds and custom holdings
Onboarding and setup of new clients including internal systems setup and report creation
Maintain client and plan data in CRM
Generate DC retirement plan reporting on a monthly and/or quarterly basis
Prepare client investment analysis and reviews
Communicate with Advisors and Service team
Prepare standard investment policy statement and monitor adherence to plan’s policy statement
Prepare annual fee analysis
Create participant enrollment videos using Venrollment for defined contribution clients
Create and maintain plan highlights
Prepare fee benchmarking to ensure competitive cost for value
Attend recordkeeper calls with clients as scheduled
Participate in group participant meetings to inform of plan changes
Learn and develop the necessary skills to move into a DC Support Services Analyst role
Other projects as requested by the Team Lead or Managing Director