Client Service Associate

Role Overview

• 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
• 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

Requirements

• 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

Benefits

• Health insurance
• 401(k)
• Professional development opportunities
• Paid time off