Senior Client Service Associate

Mariner Wealth Advisors•Los Altos, CA

3d•$55,000 - $95,000

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; bachelor’s degree preferred
5+ years of client service experience or related business experience in the financial services industry
Demonstrates ability and success with problem solving; able to resolve issues without direct supervision
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
Positive attitude toward client relations to provide exceptional, proactive client service
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

Wealth management experience preferred
Experience with eMoney a plus

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

We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community.
We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals.
We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
Our compensation reflects the cost of talent across multiple US geographic markets.
The base pay for this position across all US geographic markets ranges from $55,000.00/year to $95,000.00/year.
Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.
Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
Roles may also be eligible for additional compensation and/or benefits.

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