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Client associate • concord ca

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Client Service Associate

Client Service Associate

MarinerWalnut Creek, CA, United States
[job_card.full_time]
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...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Partner

Client Partner

KinaxisConcord, CA, US
[job_card.full_time]
Elevate your career journey by embracing a new challenge with Kinaxis.We are experts in tech, but it's really our people who give us passion to always seek ways to do things better.As such, we're s...[show_more][last_updated.last_updated_30]
Client Liaison

Client Liaison

InsperityWalnut Creek, CA, United States
[job_card.full_time]
HR solutions available in the marketplace with an optimal blend of premium HR service and technology.With more than 90 locations throughout the U. Insperity is currently making a difference for thou...[show_more][last_updated.last_updated_variable_days]
Client Associate

Client Associate

Rockefeller FinancialWalnut Creek, CA, United States
[job_card.full_time]
About Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office...[show_more][last_updated.last_updated_variable_days]
Client Experience Associate

Client Experience Associate

PNC Bank NAWalnut Creek , CA
[job_card.full_time]
Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions.Educates cus...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Manager

Client Manager

Marsh McLennanWalnut Creek, CA, US
[job_card.full_time]
Under minimal supervision, the Client Manager will handle accounts under $20,000 of income.This includes designing the insurance program, marketing the account to insurance carriers, proposing rene...[show_more][last_updated.last_updated_30]
Client Manager

Client Manager

RecruiticsLafayette, CA, United States
[job_card.full_time]
Reports to : Director, Client Management.As a Client Manager, you will own the client relationship while driving the execution, optimization, and strategic development of recruitment marketing campa...[show_more][last_updated.last_updated_variable_days]
Client Associate / Registered Client Associate

Client Associate / Registered Client Associate

Royal Bank of CanadaWalnut Creek, CA, United States
[job_card.full_time]
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Registered Client Associate, bec...[show_more][last_updated.last_updated_30]
Associate, Client Services

Associate, Client Services

Century GroupWalnut Creek, CA, United States
[job_card.temporary]
Century Group is an award-winning recruiting and staffing firm that provides top-tier talent to start up, mid-market and Global 1000 enterprises. Our team of driving individuals consists of former a...[show_more][last_updated.last_updated_30]
Associate Client Director

Associate Client Director

VirtualVocationsConcord, California, United States
[job_card.full_time]
A company is looking for an Associate Client Director to lead a team in delivering insights and analysis for a top CPG client. Key Responsibilities Own the CS Industry Insights mission and ensure ...[show_more][last_updated.last_updated_1_day]
  • [promoted]
Wealth Management Client Associate

Wealth Management Client Associate

Bank of AmericaWalnut Creek, CA, US
[job_card.full_time]
Merrill Wealth Management Client Service Support.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ...[show_more][last_updated.last_updated_30]
  • [promoted]
  • [new]
Client Service Associate

Client Service Associate

Morgan StanleyWalnut Creek, CA, US
[job_card.full_time]
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. Through regular interactions with clients, ind...[show_more][last_updated.last_updated_variable_hours]
  • [promoted]
Sr. Client Service Associate / Sr. Client Service Manager

Sr. Client Service Associate / Sr. Client Service Manager

Wealth Enhancement GroupWalnut Creek, CA, United States
[job_card.full_time]
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial plannin...[show_more][last_updated.last_updated_variable_days]
Client Associate / Registered Client Associate

Client Associate / Registered Client Associate

RBC Capital Markets, LLCWalnut Creek, CA, United States
[job_card.full_time]
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Registered Client Associate, bec...[show_more][last_updated.last_updated_30]
  • [promoted]
Part Time Client Associate - Broadway Plaza

Part Time Client Associate - Broadway Plaza

Callaway GolfWalnut Creek, CA, US
[job_card.part_time]
Callaway Golf is the leading manufacturer of premium golf clubs, balls, performance gear and accessories worldwide.Through an unwavering commitment to innovation, we push the limits of performance ...[show_more][last_updated.last_updated_variable_days]
Work From Home Client Services Associate

Work From Home Client Services Associate

Global Elite TexasConcord, California, USA
[filters.remote]
[job_card.full_time]
Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal 2020 we transitione...[show_more][last_updated.last_updated_variable_days]
Client Manager

Client Manager

Marsh LLCWalnut Creek, CA, United States
[job_card.full_time]
Under minimal supervision, the Client Manager will handle accounts under $20,000 of income.This includes designing the insurance program, marketing the account to insurance carriers, proposing rene...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Associate

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTWalnut Creek, CA, US
[job_card.full_time]
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of Jo...[show_more][last_updated.last_updated_30]
Client Manager

Client Manager

Marsh & McLennan CompaniesWalnut Creek, CA, United States
[job_card.full_time]
Under minimal supervision, the Client Manager will handle accounts under $20,000 of income.This includes designing the insurance program, marketing the account to insurance carriers, proposing rene...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

MarinerWalnut Creek, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

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 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

    • 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.

    Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $47,000.00 / year to $78,000.00 / year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and / or benefits.

    #LI-SU1

    #LI-Hybrid

    EOE / M-F / D / V

    About Us

    Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1 / 3 / 25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3 / 31 / 2025. Learn more at www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here.

    About the Team

    At Mariner, behind every advisor is a team of advisors. And behind that, you'll find the answers to complex questions about taxes, insurance, estate planning, tech and more. It's how we give advisors access to a new level of support to give their clients access to a new level of advice.