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Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $13.50 - $18.75
Work Schedule
Standard Hours
Benefits
Progressive opportunities
professional growth
Community involvement
Diverse Culture
Innovative workplace
teamwork environment
Work-life balance
Job Description
Mariner Wealth Advisors is a reputable wealth management firm dedicated to providing comprehensive financial services and personalized wealth solutions to its clients. Known for its client-centric approach, the firm strives to deliver exceptional financial guidance and a supportive environment for both clients and employees. Mariner Wealth Advisors places a strong emphasis on nurturing professional growth, fostering teamwork, and promoting a culture of diversity and inclusion. The company supports a balanced work-life culture while encouraging associates to grow progressively in their careers and contribute positively to their communities.
The Client Service Associate plays a pivotal role within the Mariner Wealth A... Show More
The Client Service Associate plays a pivotal role within the Mariner Wealth A... Show More
Job Requirements
- high school diploma required
- financial services experience or applicable internship experience
- ability to manage multiple tasks with strong attention to detail
- proficiency in MS Office Suite and CRM software
- strong communication skills both verbal and written
- ability to work effectively within a team
- positive attitude toward client service and relations
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
- experience with CRM (Salesforce, Redtail, etc.)
- experience with eMoney a plus
- 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 Duties
- build and maintain client relationships aimed at client retention
- manage new client implementation process
- coordinate and direct client activities with other team members
- 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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