Senior Client Service Associate

Mariner • Nashville, TN

2d

About The Position

The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and leadership. As one of the first associates a client connects with, the senior client service associate is instrumental in making sure clients have a positive experience that exceeds expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, being a leader amongst peers, 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.

Requirements

• High school diploma required
• 5+ years of client service experience or related business experience in the financial services industry
• Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
• Strong verbal and written communication skills are essential to effective client relationships
• Highly organized with strong analytical skills
• Able to work in a team environment

Nice To Haves

• bachelor’s degree preferred
• Wealth management experience preferred
• Experience with eMoney a plus
• Positive attitude toward client relations to provide exceptional, proactive client service

Responsibilities

• Build and maintain client relationships aimed at client retention; manage new client implementation process, 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
• Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
• Participates in client meetings and supports action items post meeting
• Understand the client’s overall business needs and help identify value-added services that Mariner can provide
• Work in a matrixed environment and support a diversity of complex clients and relationships
• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
• Leading and training new client service associates as appropriate
• Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
• Perform other duties as assigned

Benefits

• progressive opportunities
• actively nurturing professional growth
• giving back to the community
• building a diverse culture
• support they need to achieve their career goals
• innovative workplace
• culture that fosters camaraderie, teamwork and work-life balance

What This Job Offers

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