Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $15.25 - $21.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Professional development opportunities
team environment
Work-life balance
diversity and inclusion
Job Description
Mariner Wealth Advisors is a well-established financial services firm committed to delivering exceptional wealth management and financial planning services to its clients. The company prides itself on fostering a culture that emphasizes client satisfaction, team collaboration, and professional growth. As a respected name in the wealth management industry, Mariner Wealth Advisors provides comprehensive financial solutions tailored to the unique needs of its diverse clientele. The firm values innovation, integrity, and a client-first approach, aiming to exceed client expectations through personalized service and expert advice.
The Client Service Associate at Mariner Wealth Advisors is a pivotal role designed for individuals passionate about building strong client relationships and delivering top-tier service. This position is integral to ensuring clients receive a seamless and positive experience, serving as one of the first points of contact within the firm. The associate manages a wide range of tasks that support client retention and the execution of financial services, including coordinating new client implementations, handling administrative duties, and maintaining detailed client records both electronically and physically.
This role demands a professional who is organized, detail-oriented, and capable of juggling multiple responsibilities efficiently. The Client Service Associate is expected to collaborate closely with team members across departments to facilitate client activities and provide the necessary support to uphold the firm's high standards for client care. Strong communication skills are essential, as the associate will continually engage with clients and internal stakeholders to address needs and promote value-added services offered by Mariner Wealth Advisors.
Furthermore, the position offers opportunities for professional development through internal learning sessions and compliance programs, reflecting the firm's dedication to nurturing its workforce. The work environment promotes camaraderie, teamwork, and a healthy work-life balance. Candidates can anticipate a dynamic and supportive workplace where their contributions directly influence client satisfaction and the firm’s success.
In summary, the Client Service Associate role at Mariner Wealth Advisors is ideal for individuals seeking to enhance their careers in financial services, particularly those who enjoy relationship-building and administrative coordination. The firm’s commitment to diversity, inclusion, and career advancement makes it an excellent place to grow professionally while contributing to meaningful client relationships. Employment type details and salary specifics are typically discussed during the interview process. This opportunity is a promising step for anyone aspiring to play a key role in a thriving wealth advisory firm focused on exceptional client service and ethical financial management.
The Client Service Associate at Mariner Wealth Advisors is a pivotal role designed for individuals passionate about building strong client relationships and delivering top-tier service. This position is integral to ensuring clients receive a seamless and positive experience, serving as one of the first points of contact within the firm. The associate manages a wide range of tasks that support client retention and the execution of financial services, including coordinating new client implementations, handling administrative duties, and maintaining detailed client records both electronically and physically.
This role demands a professional who is organized, detail-oriented, and capable of juggling multiple responsibilities efficiently. The Client Service Associate is expected to collaborate closely with team members across departments to facilitate client activities and provide the necessary support to uphold the firm's high standards for client care. Strong communication skills are essential, as the associate will continually engage with clients and internal stakeholders to address needs and promote value-added services offered by Mariner Wealth Advisors.
Furthermore, the position offers opportunities for professional development through internal learning sessions and compliance programs, reflecting the firm's dedication to nurturing its workforce. The work environment promotes camaraderie, teamwork, and a healthy work-life balance. Candidates can anticipate a dynamic and supportive workplace where their contributions directly influence client satisfaction and the firm’s success.
In summary, the Client Service Associate role at Mariner Wealth Advisors is ideal for individuals seeking to enhance their careers in financial services, particularly those who enjoy relationship-building and administrative coordination. The firm’s commitment to diversity, inclusion, and career advancement makes it an excellent place to grow professionally while contributing to meaningful client relationships. Employment type details and salary specifics are typically discussed during the interview process. This opportunity is a promising step for anyone aspiring to play a key role in a thriving wealth advisory firm focused on exceptional client service and ethical financial management.
Job Requirements
- High school diploma required
- some financial services or internship experience preferred
- strong proficiency with MS Office and CRM software
- excellent communication skills
- ability to multitask and manage detailed administrative work
- positive client-oriented attitude
- team player with good organizational skills
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 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
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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