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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 pas... Show More
The Client Service Associate at Mariner Wealth Advisors is a pivotal role designed for individuals pas... Show More
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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