Client Service Associate
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About The Position
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service. In this role, you will build and maintain client relationships aimed at client retention, manage the new client implementation process, coordinate and direct client activities with other team members, and assist as necessary. You will also 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. Additionally, you will be responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, and supporting the receptionist as needed. Understanding the client's overall business needs and helping identify value-added services that Mariner Wealth Advisors can provide is also a key part of this position. You will review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results. Participation in learning opportunities through client service associate meetings and internal resources made available through compliance and practice management is expected. Other duties may be assigned as necessary.
