At a glanceSummarised by Seekless from the posting.
Must have9
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 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
Highly organized with strong analytical skills
Able to work in a team environment
Nice to have3
Bachelor's degree
Wealth management experience
Experience with eMoney
Eligibility2
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice
EOE M/F/D/V
Skills
MS Office Suite
CRM
Salesforce
Redtail
eMoney
About the role
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.
Responsibilities
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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
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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
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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
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Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
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Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
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Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
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Perform other duties as assigned
Qualifications
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High school diploma required; bachelor’s degree preferred
•
Financial services experience or applicable internship experience
•
Wealth management experience a plus
Skills and Knowledge
•
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
•
Experience with eMoney a plus
•
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
About the company
We welcome your interest in being a part of our firm. 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.
Legal
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.