Client Service Associate

Des Moines, IA, USA|Remote, Onsite

Job Overview

Employment Type

Full-time

Compensation

Hourly

Range $14.00 - $19.25

Work Schedule

Standard Hours

Benefits

Health Insurance

Dental Insurance

Paid Time Off

Professional Development

hybrid work environment

team-oriented culture

Community Involvement Opportunities

Job Description

Mariner Wealth Advisors is a distinguished financial services firm committed to delivering exceptional wealth management and advisory solutions. Known for its client-centric approach and dedication to excellence, Mariner Wealth Advisors strives to build long-lasting relationships by understanding each client's unique financial goals and aspirations. The firm fosters a professional and inclusive workplace culture dedicated to progressive career opportunities, professional growth, and community involvement. Emphasizing diversity and collaboration, Mariner Wealth Advisors cultivates an environment where employees can thrive while balancing their professional and personal lives.

The role of Client Service Associate at Mariner Wealth Advisors is integral to the firm's mission of providing extraordinary client service and care. This position acts as one of the initial touchpoints for clients, ensuring they experience a welcoming and positive interaction that ultimately exceeds expectations. The Client Service Associate plays a vital role in building and maintaining client relationships focused on retention while managing a variety of administrative and client-focused tasks. This role requires a professional and caring individual with acute attention to detail and a passion for delivering exceptional client experiences. Responsibilities include coordinating new client implementation, maintaining client records, supporting office administration, assisting in billing and invoicing processes, and supporting team members on various client-related activities. The Client Service Associate should be proactive, highly organized, and have excellent communication skills to effectively support both the clients and the internal team.

This is a hybrid role, striking a balance between remote and in-office work to accommodate flexibility and teamwork. Mariner Wealth Advisors offers a stimulating environment that nurtures professional development through continuous learning opportunities and access to internal resources such as compliance training and practice management. The firm is committed to providing a supportive and innovative workplace culture that encourages camaraderie and recognizes the importance of work-life balance. Joining Mariner Wealth Advisors means becoming part of a team that values integrity, professionalism, and the highest standard of client service, all while advancing your career in the financial services industry.

Job Requirements

High school diploma required
financial services experience or applicable internship experience preferred
strong computer skills including MS Office and CRM systems
excellent communication skills both verbal and written
ability to manage multiple tasks and maintain attention to detail
team player with a positive attitude toward client service
familiarity with wealth management practices a plus

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 the necessary attention to detail
strong verbal and written communication skills are essential to effective client relationships
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