Client Service Associate

Eugene, OR, USA|Onsite

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... Show More

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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