Client Service Associate

Sioux Falls, SD, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Hourly

Range $14.50 - $20.00

Work Schedule

Standard Hours

Benefits

Progressive opportunities

professional growth

Diverse Culture

Innovative workplace

teamwork

Work-life balance

Job Description

Mariner Wealth Advisors is a prominent financial services firm dedicated to providing personalized wealth management and financial planning services to individuals and families seeking to secure their financial futures. With a strong commitment to client-centric solutions and a comprehensive approach to wealth management, Mariner Wealth Advisors has established itself as a trusted partner for clients who value expert guidance, integrity, and exceptional service. The firm emphasizes building lasting relationships that focus on understanding each client’s unique financial goals, lifestyle, and values. They foster a collaborative environment where employees are empowered to grow professionally while delivering the highest standards of service. As a growing team within a forward-thinking company, Mariner Wealth Advisors offers an innovative workplace culture that promotes teamwork, camaraderie, work-life balance, and inclusivity. The firm actively nurtures professional growth through progressive opportunities and prioritizes giving back to the community.

The Client Service Associate role at Mariner Wealth Advisors is a pivotal position that directly impacts client satisfaction and retention. This role is designed for highly motivated individuals who enjoy relationship building, are detail-oriented, and thrive in managing a wide range of administrative and client-related tasks. As one of the first points of contact for clients, the Client Service Associate is instrumental in ensuring that every client interaction exceeds expectations and reinforces the firm’s reputation for excellence. Responsibilities include managing client onboarding processes, maintaining client records and financial documentation, coordinating with team members to facilitate client activities, and performing day-to-day office administrative duties such as scheduling appointments and supporting marketing efforts. This role requires strong communication and organizational skills, the ability to multitask effectively, and a proactive attitude toward delivering outstanding client service. The ideal candidate will possess a positive demeanor, professionalism, and a genuine commitment to client care. Working closely with experienced wealth management professionals, the Client Service Associate will have ample opportunities to learn and grow within the firm, participate in training and development programs, and contribute meaningfully to the client experience.

Job Requirements

High school diploma required
financial services experience or applicable internship experience
strong PC proficiency with MS Office Suite
strong verbal and written communication skills
demonstrated ability to manage multiple tasks
highly organized with strong analytical skills
able to work 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