Client Service Associate

The role

The Client Service Associate delivers client service and care. This person builds client relationships, manages administrative duties, and maintains client files.

What you will do

• Build and maintain client relationships aimed at client retention
• Manage new client implementation process
• Coordinate and direct client activities with other team members
• Maintain client paper files and electronic data files
• Compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
• Perform day-to-day administrative duties including scheduling appointments, marketing, accounts payables, and receivables
• Support receptionist as needed
• Identify value-added services for client business needs
• Review activities for sufficient controls to prevent errors, fraud and misstatements
• Attend and participate in learning opportunities

Required qualifications

• High school diploma
• Financial services experience or applicable internship experience
• Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
• Positive attitude toward client relations
• Ability to manage multiple tasks and maintain attention to detail
• Strong verbal and written communication skills
• Highly organized with strong analytical skills
• Able to work in a team environment

Nice to have

• Bachelor’s degree
• Wealth management experience
• Experience with eMoney

Benefits

• Progressive opportunities
• Professional growth
• Giving back to the community
• Innovative workplace
• Culture that fosters camaraderie, teamwork and work-life balance

About the company

Mariner Wealth Advisors is a growing team that focuses on building a diverse culture and providing associates with professional growth.