Client Service Associate
About The Position
The Client Service Associate is a critical member of the Mariner Wealth Advisors team, delivering 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 strong client relationships. The position combines client relationship support, client onboarding coordination, financial and file administration, and day-to-day office support. The associate also helps identify services that meet clients’ business needs, reviews activities within the role’s scope for adequate controls, and participates in internal learning opportunities. Mariner Wealth Advisors describes its workplace as innovative and collaborative, with progressive opportunities, support for professional growth, community involvement, diversity, teamwork, camaraderie, and work-life balance.
Requirements
- High school diploma required.
- Financial services experience or applicable internship experience.
- Strong PC proficiency, including the Microsoft Office Suite and a CRM such as Salesforce or Redtail.
- Positive attitude toward client relations and a commitment to providing exceptional, proactive client service.
- Demonstrated ability to manage multiple tasks while maintaining attention to detail.
- Strong verbal and written communication skills.
- Strong organization and 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 with the aim of supporting client retention.
- Manage the new client implementation process, coordinate and direct client activities with other team members, and assist as needed.
- 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 its culture as supporting work-life balance.
- Progressive opportunities and support for professional growth.
- A diverse culture where associates are supported in achieving career goals.
- An innovative workplace that fosters camaraderie and teamwork.
- Opportunities to give back to the community.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
