Client Service Associate

Omaha, NE, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Hourly

Range $15.75 - $21.75

Work Schedule

Standard Hours

Benefits

Health Insurance

Dental Insurance

Paid Time Off

Retirement Plan

Professional Development

hybrid work environment

Job Description

Mariner Wealth Advisors is a trusted and rapidly growing financial services firm dedicated to helping clients achieve their financial goals through comprehensive wealth management solutions. With a commitment to delivering personalized investment advice, retirement planning, estate planning, and tax strategies, Mariner Wealth Advisors has established itself as a leader in the wealth management industry. The firm prides itself on maintaining a client-centered approach, fostering long-lasting relationships built on trust, integrity, and professional excellence. Mariner Wealth Advisors operates with a collaborative team environment and an innovative workplace culture that promotes both professional development and work-life balance. The company values diversity and... Show More

Job Requirements

High school diploma or equivalent
relevant experience in financial services or client relationship roles
proficiency in Microsoft Office and CRM systems
excellent communication and interpersonal skills
ability to multitask and maintain attention to detail
willingness to participate in ongoing professional development
ability to work both independently and collaboratively in a team setting

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, 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

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
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

Job Criteria

Experience

Entry Level (1-2 years)

Job Location

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