Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $15.00 - $20.75
Work Schedule
Standard Hours
Benefits
Progressive opportunities
professional growth
Community involvement
Innovative workplace
Culture of camaraderie
teamwork
Work-life balance
Job Description
Mariner Wealth Advisors is a reputable and growing wealth management firm dedicated to providing comprehensive financial planning and investment advisory services to meet the diverse needs of its clients. With a strong commitment to client service excellence and a team-oriented culture, Mariner Wealth Advisors strives to empower individuals, families, and businesses to achieve long-term financial success through personalized strategies and expert guidance. The firm emphasizes professional growth, innovative workplace practices, and a welcoming, diverse environment that nurtures collaboration and fosters work-life balance. Mariner Wealth Advisors values each associate as a vital part of the team and supports their career development with ongoing learning opportunities and a strong commitment to community involvement.
The Client Service Associate at Mariner Wealth Advisors plays a critical role in ensuring exceptional client experience and satisfaction. This hybrid employment opportunity is designed for a professional who thrives on building meaningful client relationships and excels at managing a variety of administrative and client-facing responsibilities. As one of the primary points of contact for clients, the Client Service Associate is instrumental in delivering service that not only meets but exceeds client expectations. The position requires a combination of strong organizational skills, attention to detail, and the ability to coordinate effectively with team members to support the client lifecycle from onboarding through ongoing service.
The Client Service Associate will be responsible for managing key administrative duties, including scheduling, client data management, and supporting financial operations such as billing and invoicing. They will also assist in the new client implementation process, ensuring a smooth and welcoming transition into the firm's services. Additionally, the associate helps identify opportunities to add value to clients’ financial plans by understanding their overall business needs and coordinating appropriate firm services. This role demands a proactive attitude, excellent communication skills, and proficiency with various technology tools including CRM systems and Microsoft Office. Prior financial services experience or internships, specifically in wealth management, are considered advantageous.
At Mariner Wealth Advisors, team collaboration and continuous professional growth are highly encouraged. The associate will engage in ongoing learning through internal meetings and compliance training to stay updated on best practices and industry regulations, ensuring the highest standards of service and operational integrity. This is a unique opportunity for someone wanting to make an integral impact within a dynamic team-focused environment, contributing to both client success and firm growth while advancing their own career in the financial services industry.
The Client Service Associate at Mariner Wealth Advisors plays a critical role in ensuring exceptional client experience and satisfaction. This hybrid employment opportunity is designed for a professional who thrives on building meaningful client relationships and excels at managing a variety of administrative and client-facing responsibilities. As one of the primary points of contact for clients, the Client Service Associate is instrumental in delivering service that not only meets but exceeds client expectations. The position requires a combination of strong organizational skills, attention to detail, and the ability to coordinate effectively with team members to support the client lifecycle from onboarding through ongoing service.
The Client Service Associate will be responsible for managing key administrative duties, including scheduling, client data management, and supporting financial operations such as billing and invoicing. They will also assist in the new client implementation process, ensuring a smooth and welcoming transition into the firm's services. Additionally, the associate helps identify opportunities to add value to clients’ financial plans by understanding their overall business needs and coordinating appropriate firm services. This role demands a proactive attitude, excellent communication skills, and proficiency with various technology tools including CRM systems and Microsoft Office. Prior financial services experience or internships, specifically in wealth management, are considered advantageous.
At Mariner Wealth Advisors, team collaboration and continuous professional growth are highly encouraged. The associate will engage in ongoing learning through internal meetings and compliance training to stay updated on best practices and industry regulations, ensuring the highest standards of service and operational integrity. This is a unique opportunity for someone wanting to make an integral impact within a dynamic team-focused environment, contributing to both client success and firm growth while advancing their own career in the financial services industry.
Job Requirements
- high school diploma required
- financial services experience or applicable internship experience
- strong PC proficiency with MS Office Suite and CRM systems
- positive attitude toward client relations
- demonstrated ability to manage multiple tasks and attention to detail
- strong verbal and written communication skills
- ability 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 and CRM systems
- positive attitude toward client relations to provide exceptional service
- demonstrated ability to manage multiple tasks with 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 scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
- understand the client’s overall business needs and help identify value-added services
- review activities for sufficient controls to prevent errors, fraud and misstatements of financial results
- attend client service associate meetings and internal learning opportunities
- perform other duties as assigned
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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