Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $12.50 - $17.25
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Professional Development
Retirement Plan
Employee assistance program
Work-life balance
Job Description
Mariner Wealth Advisors is a highly respected wealth management firm known for its commitment to delivering exceptional financial advisory services to clients. The company prides itself on fostering strong client relationships and offering comprehensive financial solutions tailored to individual needs. With a client-centric approach, Mariner Wealth Advisors emphasizes teamwork, professionalism, and ongoing development both for clients and its associates. The firm operates within the financial services sector and has built a reputation for providing trusted wealth management advice through personalized strategies and thorough attention to detail. Mariner Wealth Advisors is dedicated to maintaining a diverse and supportive culture, ensuring all team members have the resources and encouragement to reach their career goals. The company values integrity, innovation, and collaboration, creating a workplace environment that balances camaraderie with professionalism.
The client service associate role at Mariner Wealth Advisors is a vital position within the team, designed to ensure clients receive extraordinary service and meticulous care. This role serves as one of the first points of contact for clients, making the associate instrumental in creating a positive and lasting impression that exceeds client expectations. Responsibilities include building and maintaining client relationships, managing the new client implementation process, and coordinating activities with other team members to ensure seamless service delivery. A client service associate is expected to handle various administrative duties, such as scheduling appointments, managing client files both physically and electronically, processing billing and fees, and supporting marketing efforts.
This position demands a professional and caring individual with a strong attention to detail and the ability to manage multiple priorities efficiently. Effective communication skills, a positive attitude towards client relations, and proficiency in technology tools such as Microsoft Office Suite and customer relationship management (CRM) systems are essential. The role also offers opportunities for continuous learning through internal resources and meetings. Working in this role provides an excellent chance to develop a career in the financial services industry while contributing to a growing and dynamic team that values proactive service and collaborative success. This opportunity is ideal for candidates who enjoy building meaningful client connections, are detail-oriented, and seek to grow professionally within a supportive and innovative firm.
The client service associate role at Mariner Wealth Advisors is a vital position within the team, designed to ensure clients receive extraordinary service and meticulous care. This role serves as one of the first points of contact for clients, making the associate instrumental in creating a positive and lasting impression that exceeds client expectations. Responsibilities include building and maintaining client relationships, managing the new client implementation process, and coordinating activities with other team members to ensure seamless service delivery. A client service associate is expected to handle various administrative duties, such as scheduling appointments, managing client files both physically and electronically, processing billing and fees, and supporting marketing efforts.
This position demands a professional and caring individual with a strong attention to detail and the ability to manage multiple priorities efficiently. Effective communication skills, a positive attitude towards client relations, and proficiency in technology tools such as Microsoft Office Suite and customer relationship management (CRM) systems are essential. The role also offers opportunities for continuous learning through internal resources and meetings. Working in this role provides an excellent chance to develop a career in the financial services industry while contributing to a growing and dynamic team that values proactive service and collaborative success. This opportunity is ideal for candidates who enjoy building meaningful client connections, are detail-oriented, and seek to grow professionally within a supportive and innovative firm.
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
- strong verbal and written communication skills
- ability to manage multiple tasks
- highly organized
- 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 and CRM systems such as Salesforce and Redtail
- experience with eMoney a plus
- positive attitude toward client relations
- demonstrated ability to manage multiple tasks and 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
- 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
- perform day-to-day administrative duties including coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
- understand client’s overall business needs and help identify value-added services
- review activities within job scope for sufficient controls to prevent errors, fraud and misstatements
- attend and participate in learning opportunities through client service associate meetings and internal resources
- perform other duties as assigned
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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