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 Advisors team, serving as one of the essential points of contact between the firm and its valued clientele. This position is designed for individuals who excel in building and maintaining client relationships, managing multiple administrative tasks, and providing outstanding client support. The associate ensures every client interaction is positive and exceeds expectations by delivering timely and professional responses to client needs. Beyond client interactions, the role requires overseeing administrative duties, coordinating new client onboarding, and assisting team members in various capacities. The Client Service Associate supports a range of client service and operational tasks, including managing client records both in paper and electronic formats, preparing asset value summaries for billing and accounting, and ensuring compliance controls to prevent errors or misstatements.
This employment opportunity offers a hybrid work environment, blending onsite and remote work, promoting flexibility and work-life balance. Ideal candidates will bring a positive attitude, strong organizational abilities, and a genuine passion for client service. The position is an excellent starting point for those interested in a career in financial services or wealth management with opportunities for further professional development and growth. Mariner Wealth Advisors emphasizes continuous learning through internal resources, meetings, and compliance education to empower associates in delivering the highest standard of service. This role not only requires technical proficiency with software such as MS Office Suite and CRM platforms but also strong communication and analytical skills to foster trust and reliability with clients. Overall, the Client Service Associate is a cornerstone in delivering the firm’s promise of exceptional client care and operational excellence.
The Client Service Associate plays a pivotal role within the Mariner Wealth Advisors team, serving as one of the essential points of contact between the firm and its valued clientele. This position is designed for individuals who excel in building and maintaining client relationships, managing multiple administrative tasks, and providing outstanding client support. The associate ensures every client interaction is positive and exceeds expectations by delivering timely and professional responses to client needs. Beyond client interactions, the role requires overseeing administrative duties, coordinating new client onboarding, and assisting team members in various capacities. The Client Service Associate supports a range of client service and operational tasks, including managing client records both in paper and electronic formats, preparing asset value summaries for billing and accounting, and ensuring compliance controls to prevent errors or misstatements.
This employment opportunity offers a hybrid work environment, blending onsite and remote work, promoting flexibility and work-life balance. Ideal candidates will bring a positive attitude, strong organizational abilities, and a genuine passion for client service. The position is an excellent starting point for those interested in a career in financial services or wealth management with opportunities for further professional development and growth. Mariner Wealth Advisors emphasizes continuous learning through internal resources, meetings, and compliance education to empower associates in delivering the highest standard of service. This role not only requires technical proficiency with software such as MS Office Suite and CRM platforms but also strong communication and analytical skills to foster trust and reliability with clients. Overall, the Client Service Associate is a cornerstone in delivering the firm’s promise of exceptional client care and operational excellence.
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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