Client Service Associate

The role

The Client Service Associate delivers client service and care for the Mariner Wealth Advisors team. This role involves building client relationships, managing administrative duties, and maintaining 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 provides an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.