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 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
Understand the client’s overall business needs
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

High school diploma required; bachelor’s degree preferred
Financial services experience or applicable internship experience
Wealth management experience a plus
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

Client Service Associate

Key skills