Client Service Associate

About the role

In this role, you will act as the main liaison for clients within the Wealth department at Mariner Wealth Advisors. Your responsibilities will encompass managing administrative tasks and fostering client relationships to uphold exceptional service standards and effective account management.

Key facts

What you'll do

• Build and maintain strong relationships with clients while guiding them through the onboarding process for new accounts.
• Facilitate team operations and support various tasks that involve direct client interaction.
• Maintain and organize both physical and electronic client files to ensure easy access and accuracy.
• Calculate quarterly asset valuations for billing purposes, which includes commissions, annuity fees, and consulting charges.
• Manage daily office tasks such as scheduling appointments, processing accounts payable and receivable, and providing assistance at the front desk.
• Identify and propose opportunities for additional services that can enhance value for existing clients.
• Monitor and uphold internal controls to reduce risks associated with financial reporting inaccuracies or fraudulent activities.
• Participate in continuous professional development through internal training sessions and team meetings to enhance skills and knowledge.

Requirements

• A high school diploma is mandatory; a bachelor's degree is preferred.
• Previous experience in the financial services sector or relevant internship experience is essential.
• Proven ability to juggle multiple tasks while maintaining a keen attention to detail.
• Excellent verbal and written communication skills are required.
• Strong analytical abilities paired with high organizational skills.
• Capacity to work effectively within a team-oriented environment.

Nice to have

• Experience in wealth management is advantageous.
• Familiarity with eMoney software would be beneficial.

Skills & tools

• Proficient in Microsoft Office Suite.
• Experience with Customer Relationship Management (CRM) platforms such as Salesforce or Redtail.

Practical notes

• Mariner Wealth Advisors is committed to being an Equal Opportunity Employer.
• The company offers opportunities for professional development and prioritizes a healthy work-life balance for its employees.
• By submitting your application, you agree to the processing of your personal information in accordance with the company's privacy policy.

At Mariner Wealth Advisors, the Client Service Associate plays a crucial role in ensuring that clients feel valued and supported throughout their financial journey. This position is ideal for individuals who thrive in a dynamic environment and are passionate about delivering exceptional service. If you possess a strong background in financial services and are eager to contribute to a collaborative team, we encourage you to apply. Your efforts will directly impact the satisfaction and success of our clients, making this role both rewarding and impactful.

The ideal candidate will be someone who enjoys engaging with clients and has a knack for organization and detail-oriented tasks. You will be responsible for a variety of functions that are essential to the smooth operation of the Wealth department. Your ability to communicate effectively and manage multiple priorities will be key to your success in this position.

As part of your daily responsibilities, you will also have the opportunity to develop your skills through ongoing training and collaboration with colleagues. This commitment to professional growth not only enhances your capabilities but also contributes to the overall success of the team and the firm.

In addition to the core responsibilities, you will also have the chance to identify areas where you can add value to our clients, thereby strengthening relationships and fostering loyalty. Your proactive approach will be instrumental in helping clients navigate their financial needs and goals.

If you are looking for a position that offers both challenges and opportunities for growth, the Client Service Associate role at Mariner Wealth Advisors could be the perfect fit for you. Join us in our mission to provide outstanding wealth management services and make a difference in the lives of our clients.