You're Viewing 1 Of 95,000+ Jobs On OysterLink
New hospitality jobs added daily. Browse by role, pay, or location.
Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $14.50 - $20.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional Development
team environment
Work-life balance
Job Description
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... Show More
Job Requirements
- high school diploma required
- relevant experience in financial services or internships
- proficiency with MS Office and CRM platforms
- strong communication skills
- strong organizational and analytical abilities
- ability to multitask and manage time effectively
- commitment to delivering exceptional client service
Job Qualifications
- 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 and CRM software such as Salesforce or Redtail
- experience with eMoney a plus
- positive attitude towards client relations
- demonstrated ability to manage multiple tasks and maintain attention to detail
- strong verbal and written communication skills
- highly organized with strong analytical skills
- able to work effectively in a team environment
Job Duties
- 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
- perform day-to-day administrative duties including coordinating and scheduling appointments, marketing, accounts payables, receivables, and supporting receptionist as needed
- understand client overall business needs and help identify value-added services
- review activities to prevent errors, fraud, and misstatements of financial results
- attend and participate in learning opportunities through meetings and internal resources
- perform other duties as assigned
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
Don't Stop At One Job - There's More
Create a free profile
We'll match you with best jobs
Get job offers faster
Search For More Opportunities:
More Jobs Like This: