Job Overview
Employment Type
Full-time
Compensation
Salary
Range $58,000.00 - $73,000.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Professional development opportunities
team environment
Work-life balance
Community involvement
Job Description
Mariner Wealth Advisors is a distinguished wealth management firm committed to delivering unparalleled financial advisory services to clients seeking expert guidance and personalized wealth strategies. As a firm known for its client-centric approach, Mariner Wealth Advisors fosters a collaborative environment where the highest standards of client care and professional excellence are paramount. The company is dedicated to nurturing growth and development among its employees while maintaining a strong focus on community involvement and a workplace culture that emphasizes diversity, inclusion, camaraderie, and work-life balance.
The role of Client Service Associate at Mariner Wealth Advisors is pivotal to the firm’s commitment to providing extraordinary client service. This position is designed for individuals who are passionate about building meaningful relationships, managing a variety of tasks with meticulous attention to detail, and supporting a dynamic team in a fast-paced environment. The Client Service Associate is often the first point of contact for clients, making this role instrumental in shaping a positive and lasting impression that not only meets but exceeds client expectations. This opportunity is ideal for candidates who thrive in a professional setting, enjoy connecting with clients, and are eager to contribute to the growth and success of a well-respected financial advisory firm.
In this role, the Client Service Associate will be responsible for a wide range of administrative duties that are essential for the smooth operation of the office. This includes managing client relationships to ensure retention, coordinating new client implementations, maintaining both paper and electronic client files, and assisting with billing processes such as compiling quarterly asset values and managing associated fees. The position also entails overseeing day-to-day office functions, including appointment scheduling, marketing support, accounts payable and receivable management, and receptionist support as needed.
Moreover, the Client Service Associate will work closely with team members to understand client needs and identify value-added services that can enhance the client experience. This includes monitoring activities to ensure compliance, prevent errors and fraud, and participating actively in professional development opportunities offered by the firm. The ideal candidate will exhibit a positive attitude towards client relations, demonstrate strong communication and organizational skills, and possess the ability to multitask effectively in a collaborative team environment.
Mariner Wealth Advisors values progressive career development and offers its associates opportunities for growth within an innovative and supportive workplace. The firm’s inclusive culture ensures every team member has the resources and encouragement to achieve their career aspirations while maintaining a balanced professional and personal life. By joining Mariner Wealth Advisors as a Client Service Associate, you become part of a firm that not only prioritizes client success but also champions the professional and personal growth of its employees. This role offers a meaningful career path within a respected wealth management advisory team dedicated to excellence and client satisfaction.
The role of Client Service Associate at Mariner Wealth Advisors is pivotal to the firm’s commitment to providing extraordinary client service. This position is designed for individuals who are passionate about building meaningful relationships, managing a variety of tasks with meticulous attention to detail, and supporting a dynamic team in a fast-paced environment. The Client Service Associate is often the first point of contact for clients, making this role instrumental in shaping a positive and lasting impression that not only meets but exceeds client expectations. This opportunity is ideal for candidates who thrive in a professional setting, enjoy connecting with clients, and are eager to contribute to the growth and success of a well-respected financial advisory firm.
In this role, the Client Service Associate will be responsible for a wide range of administrative duties that are essential for the smooth operation of the office. This includes managing client relationships to ensure retention, coordinating new client implementations, maintaining both paper and electronic client files, and assisting with billing processes such as compiling quarterly asset values and managing associated fees. The position also entails overseeing day-to-day office functions, including appointment scheduling, marketing support, accounts payable and receivable management, and receptionist support as needed.
Moreover, the Client Service Associate will work closely with team members to understand client needs and identify value-added services that can enhance the client experience. This includes monitoring activities to ensure compliance, prevent errors and fraud, and participating actively in professional development opportunities offered by the firm. The ideal candidate will exhibit a positive attitude towards client relations, demonstrate strong communication and organizational skills, and possess the ability to multitask effectively in a collaborative team environment.
Mariner Wealth Advisors values progressive career development and offers its associates opportunities for growth within an innovative and supportive workplace. The firm’s inclusive culture ensures every team member has the resources and encouragement to achieve their career aspirations while maintaining a balanced professional and personal life. By joining Mariner Wealth Advisors as a Client Service Associate, you become part of a firm that not only prioritizes client success but also champions the professional and personal growth of its employees. This role offers a meaningful career path within a respected wealth management advisory team dedicated to excellence and client satisfaction.
Job Requirements
- High school diploma required
- financial services experience or applicable internship experience
- familiarity with MS Office Suite
- ability to manage multiple tasks simultaneously
- strong communication skills
- attention to detail
- ability to work collaboratively in a team environment
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
- 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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