Job Overview
Employment Type
Full-time
Work Schedule
Standard Hours
Benefits
Progressive opportunities
professional growth
Community involvement
Innovative workplace
teamwork culture
Work-life balance
Diverse Culture
Job Description
Mariner Wealth Advisors is a distinguished wealth management firm dedicated to helping clients achieve their financial goals through a blend of expertise, personalized service, and innovative solutions. As a company committed to excellence and client satisfaction, Mariner Wealth Advisors has earned a reputation for delivering comprehensive financial planning and investment management services tailored to the unique needs of each client. The firm operates within a collaborative and supportive environment that emphasizes professional growth, diversity, and a strong commitment to community involvement. Mariner Wealth Advisors values associates who are passionate about making meaningful impacts through their work and are eager to grow their careers in a dynamic, client-focused firm.
The Client Service Associate role represents a vital component of the Mariner Wealth Advisors team, focused on providing exceptional service and care to clients. This position serves as one of the primary points of contact for clients, playing an instrumental role in ensuring every interaction exceeds client expectations. The ideal candidate thrives on building strong relationships, managing diverse tasks with precision, and offering meticulous attention to detail. This role supports the broader team by coordinating client activities, managing administrative operations, and facilitating seamless client experiences.
As a Client Service Associate, the successful candidate will demonstrate professionalism, empathy, and a genuine commitment to client satisfaction. Responsibilities include managing client relationships to promote retention, supporting new client onboarding processes, and efficiently handling client data management through both paper files and electronic systems. The position requires coordinating daily office tasks such as scheduling appointments, handling marketing duties, and overseeing accounts payable and receivable. Understanding clients’ overarching business needs and identifying supplementary services Mariner Wealth Advisors can offer is highly valued, alongside adhering to internal controls to ensure accuracy and fraud prevention.
In addition to client-facing activities, the Client Service Associate plays a role in continuous learning and contribution to the firm’s culture by participating in training sessions and internal meetings. This role encourages a proactive attitude, strong communication skills, and a collaborative approach aligned with the company’s commitment to work-life balance and career development. Employment type details are typically engaged as hybrid, allowing a combination of remote and onsite work arrangements. Mariner Wealth Advisors fosters a diverse and inclusive workplace that supports associates at all stages of their careers, offering opportunities for growth, development, and community involvement. This position is ideal for individuals seeking a meaningful career in wealth management with a company that values client success and employee wellbeing.
The Client Service Associate role represents a vital component of the Mariner Wealth Advisors team, focused on providing exceptional service and care to clients. This position serves as one of the primary points of contact for clients, playing an instrumental role in ensuring every interaction exceeds client expectations. The ideal candidate thrives on building strong relationships, managing diverse tasks with precision, and offering meticulous attention to detail. This role supports the broader team by coordinating client activities, managing administrative operations, and facilitating seamless client experiences.
As a Client Service Associate, the successful candidate will demonstrate professionalism, empathy, and a genuine commitment to client satisfaction. Responsibilities include managing client relationships to promote retention, supporting new client onboarding processes, and efficiently handling client data management through both paper files and electronic systems. The position requires coordinating daily office tasks such as scheduling appointments, handling marketing duties, and overseeing accounts payable and receivable. Understanding clients’ overarching business needs and identifying supplementary services Mariner Wealth Advisors can offer is highly valued, alongside adhering to internal controls to ensure accuracy and fraud prevention.
In addition to client-facing activities, the Client Service Associate plays a role in continuous learning and contribution to the firm’s culture by participating in training sessions and internal meetings. This role encourages a proactive attitude, strong communication skills, and a collaborative approach aligned with the company’s commitment to work-life balance and career development. Employment type details are typically engaged as hybrid, allowing a combination of remote and onsite work arrangements. Mariner Wealth Advisors fosters a diverse and inclusive workplace that supports associates at all stages of their careers, offering opportunities for growth, development, and community involvement. This position is ideal for individuals seeking a meaningful career in wealth management with a company that values client success and employee wellbeing.
Job Requirements
- High school diploma required
- financial services experience or applicable internship experience
- strong PC proficiency with MS Office Suite and CRM (Salesforce, Redtail, etc.)
- positive attitude toward client relations
- demonstrated ability to manage multiple tasks and maintain attention to detail
- strong verbal and written communication skills
- highly organized with strong analytical skills
- able to work in a team environment
Job Qualifications
- High school diploma required
- bachelors degree preferred
- financial services experience or applicable internship experience
- wealth management experience a plus
- strong PC proficiency with MS Office Suite and CRM (Salesforce, Redtail, etc.)
- 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 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 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
- perform other duties as assigned
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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