Job Overview
Employment Type
Full-time
Work Schedule
Standard Hours
Benefits
Progressive opportunities
professional growth
Community involvement
Diverse Culture
Innovative workplace
teamwork
Work-life balance
Job Description
Mariner Wealth Advisors is a well-established and respected financial services firm dedicated to providing comprehensive wealth management solutions to its clients. With a strong commitment to personalized service and client success, Mariner Wealth Advisors operates as a trusted partner for individuals and families seeking expert guidance in financial planning, investment management, and related areas. As a forward-thinking company, it emphasizes building long-term client relationships through trust, professionalism, and exceptional client care. The firm nurtures a collaborative and inclusive culture that supports employee growth, innovation, and community involvement. Known for its progressive approach, Mariner Wealth Advisors offers a work environment focused on teamwork, work-life balance, and continuous learning.
The Client Service Associate role at Mariner Wealth Advisors is vital to the overall client experience and team dynamics. As one of the initial points of contact, this position is key in ensuring that clients receive exceptional service that exceeds expectations from the very first interaction. The associate will focus on building and maintaining strong client relationships with an emphasis on retention while managing various administrative and operational responsibilities. They will facilitate client onboarding, coordinate client activities with team members, and maintain accurate client records in both paper and electronic formats. This role demands attention to detail, organizational skills, and the ability to juggle multiple tasks efficiently. The associate also helps identify value-added services that the firm can provide to meet client business needs.
Additionally, the Client Service Associate contributes to the smooth day-to-day operation of the office by assisting with scheduling, marketing tasks, accounts payable and receivable functions, and supporting reception duties as needed. Continuous professional development is encouraged through participation in meetings, training, and compliance initiatives to stay current with industry standards and firm practices. Mariner Wealth Advisors values professionals who demonstrate a caring attitude, strong communication skills, and a positive approach to client relations. This role is an excellent opportunity for individuals seeking to grow their career in wealth management within a supportive and dynamic firm environment.
The Client Service Associate role at Mariner Wealth Advisors is vital to the overall client experience and team dynamics. As one of the initial points of contact, this position is key in ensuring that clients receive exceptional service that exceeds expectations from the very first interaction. The associate will focus on building and maintaining strong client relationships with an emphasis on retention while managing various administrative and operational responsibilities. They will facilitate client onboarding, coordinate client activities with team members, and maintain accurate client records in both paper and electronic formats. This role demands attention to detail, organizational skills, and the ability to juggle multiple tasks efficiently. The associate also helps identify value-added services that the firm can provide to meet client business needs.
Additionally, the Client Service Associate contributes to the smooth day-to-day operation of the office by assisting with scheduling, marketing tasks, accounts payable and receivable functions, and supporting reception duties as needed. Continuous professional development is encouraged through participation in meetings, training, and compliance initiatives to stay current with industry standards and firm practices. Mariner Wealth Advisors values professionals who demonstrate a caring attitude, strong communication skills, and a positive approach to client relations. This role is an excellent opportunity for individuals seeking to grow their career in wealth management within a supportive and dynamic firm environment.
Job Requirements
- High school diploma required
- financial services experience or applicable internship experience
- strong PC proficiency with MS Office Suite and CRM software
- positive attitude toward client relations
- ability to manage multiple tasks and attention to detail
- strong verbal and written communication skills
- highly organized and able 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 and 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 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 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
- perform other duties as assigned
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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