Client Service Associate

Mariner • Danville, CA

12d

About The Position

The Client Service Associate is a critical member of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, this role helps ensure clients have a positive experience that exceeds their expectations. The successful candidate is professional, caring, attentive to detail, and committed to providing the highest level of client service.

The role supports client relationships and retention, client onboarding, office administration, and coordination with other team members. Associates also participate in learning opportunities and help identify value-added services that meet clients’ business needs.

Requirements

• High school diploma required.
• Financial services experience or applicable internship experience.
• Strong PC proficiency with the MS Office Suite and a CRM such as Salesforce or Redtail.
• Positive attitude toward client relations and ability to provide exceptional, proactive client service.
• Demonstrated ability to manage multiple tasks while maintaining attention to detail.
• Strong verbal and written communication skills.
• Highly organized with strong analytical skills.
• Ability to work in a team environment.

Nice To Haves

• Bachelor’s degree preferred.
• Wealth management experience is a plus.
• Experience with eMoney is a plus.

Responsibilities

• Build and maintain client relationships aimed at client retention.
• Manage new client implementation, coordinate and direct client activities with other team members, and assist as necessary.
• Maintain client paper files and electronic data files in a timely manner.
• Compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees, and collection consulting fees.
• Handle day-to-day office administrative duties, including coordinating and scheduling appointments, marketing, accounts payable and receivable, and supporting the receptionist as needed.
• Understand clients’ overall business needs and help identify value-added services Mariner Wealth Advisors can provide.
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results.
• Attend and participate in learning opportunities through client service associate meetings and internal resources, including compliance and practice management.
• Perform other duties as assigned.

Benefits

• The company describes an innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance.
• Progressive opportunities and active support for professional growth.
• Opportunities to give back to the community.
• A diverse culture where associates are supported in achieving their career goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED