Client Service Associate

Chicago, IL, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Hourly

Range $14.50 - $20.00

Work Schedule

Standard Hours

Benefits

Health Insurance

Dental Insurance

Retirement Plan

Paid Time Off

Professional Development

Job Description

Mariner Wealth Advisors is a distinguished wealth management firm dedicated to providing personalized financial planning and investment management services to clients seeking to secure their financial future. With a client-centric approach, the company emphasizes building strong, lasting relationships and delivering exceptional service tailored to each individual’s unique needs and goals. Mariner Wealth Advisors operates as a trusted partner to its clients, offering guidance and expertise across a broad range of financial matters, including retirement planning, estate strategies, tax management, and wealth preservation. The firm is recognized for its commitment to professionalism, integrity, and client satisfaction in a competitive financial services industry.

The Client Service Associate position at Mariner Wealth Advisors plays a vital role in the firm’s success by acting as a primary point of contact for clients and ensuring their experience with the company exceeds expectations. This role requires a proactive and dedicated individual capable of managing diverse administrative responsibilities while fostering strong client relationships. The Client Service Associate is responsible for overseeing client interactions, maintaining meticulous records, coordinating workflows within the team, and assisting in the smooth operation of office processes. This role is essential for client retention and satisfaction, directly impacting Mariner Wealth Advisors’ reputation and growth.

The ideal candidate for this role possesses strong organizational and communication skills alongside a genuine commitment to exceptional client service. They must be detail-oriented, capable of multitasking, and able to work collaboratively within a dynamic team environment. Knowledge of financial services, wealth management principles, and proficiency in relevant software platforms such as CRM tools and Microsoft Office enhances the ability to perform successfully in this role. This full-time position offers the opportunity to contribute to a growing firm committed to professional development, diversity, and community engagement. By joining Mariner Wealth Advisors as a Client Service Associate, candidates will benefit from a supportive workplace culture that values teamwork, career advancement, and work-life balance.

Job Requirements

high school diploma required
financial services experience or applicable internship experience
strong PC proficiency with MS Office Suite
positive attitude toward client relations
demonstrated ability to manage multiple tasks and maintain attention to detail
strong verbal and written communication 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