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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... Show More
The role of Client Service Associate at Mariner Wealth Advisors is integral to the firm... Show More
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
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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