Client Service Associate

Client Service Associate at Mariner

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 associate is instrumental in making sure clients have a positive experience that exceeds expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have 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 day?to?day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, and supporting receptionist as needed.
• Understand the clients 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

Skills And Knowledge

Benefits

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 U.S. geographic markets. The base pay for this position across all U.S. 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.

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. We aim to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner now advises on over $560 billion in assets as of 1 / 3 / 25.

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