Client Service Associate

Mariner Wealth Advisors is a reputable financial services firm dedicated to providing comprehensive wealth management and financial planning solutions. With a commitment to exceptional client service, the firm focuses on building long-lasting relationships that help clients reach their financial goals. As a growing company, Mariner Wealth Advisors fosters a collaborative workplace culture that values professionalism, diversity, and continuous development. The firm prioritizes an innovative, supportive environment where associates have opportunities for progressive growth and professional advancement. Employees enjoy a culture that promotes teamwork, camaraderie, and work-life balance, alongside a commitment to community involvement and inclusivity.\n\nThe role of Client Service Associate at Mariner Wealth Advisors is vital to ensuring a superior client experience. This position acts as one of the primary points of contact for clients and plays an essential role in maintaining and nurturing client relationships. The Client Service Associate is responsible for managing various administrative and operational duties that support the firm's advisors and contribute to the smooth running of daily office activities. Candidates for this role should possess exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities efficiently. Moreover, the ideal associate demonstrates a caring and professional demeanor that aligns with the firm's mission to exceed client expectations consistently.\n\nKey responsibilities include overseeing the new client implementation process, coordinating client activities, maintaining accurate client records and files, and assisting with billing and fee compilation. The associate also supports broader office functions such as scheduling appointments, managing accounts payable and receivable, assisting reception tasks, and ensuring compliance with internal controls to prevent errors or financial misstatements. Additionally, this role encourages ongoing learning and collaboration by participating in training and development opportunities. Candidates who thrive in a fast-paced, team-oriented environment and have an enthusiastic approach toward client service will find this opportunity rewarding and impactful within the Mariner Wealth Advisors team.