Mariner Wealth Advisors
Financial Services
ClientServiceAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Client Service Associate at Mariner Wealth Advisors. Skills: Salesforce, Redtail, organization. The Client Service Associate is responsible for delivering exceptional client service and care, acting as a primary point of contact for clients. This role involves building and maintaining client relationships, managing new client implementations, and coordinating client activities with the team. Additionally, the associate handles day-to-day administrative duties, including scheduling, marketing sup”
What You'll Achieve.
The primary objective is to ensure clients have a positive experience that exceeds their expectations and to identify value-added services Mariner Wealth Advisors can provide. The role also focuses on maintaining accurate financial records and ensuring sufficient controls to prevent errors.
Industry & Context.
analytical skills
What They're Looking For.
Must Have
A high school diploma is required, with a bachelor's degree preferred. Financial services experience or applicable internship experience is necessary. The ability to manage multiple tasks with attention to detail and strong organizational skills is essential.
Nice to Have
A bachelor's degree is preferred. Experience with eMoney is a plus. A positive attitude towards client relations and the ability to identify value-added services are also beneficial.
What You'll Do.
The Client Service Associate is responsible for delivering exceptional client service and care, acting as a primary point of contact for clients.
This role involves building and maintaining client relationships, managing new client implementations, and coordinating client activities with the team.
Additionally, the associate handles day-to-day administrative duties, including scheduling, marketing support, and managing financial records for billing and invoicing.
How You'll Work.
Team & Collaboration
The role requires working collaboratively with other team members to coordinate client activities and ensure a seamless client experience. The company fosters a culture of camaraderie and teamwork, encouraging associates to support each other in achieving career goals.
Communication Scope
verbal communication; written communication
Full Job Description
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 - 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 - Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide - Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results - 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 Qualifications - 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 profi
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