About the job
Join the dynamic team at Mariner Wealth Advisors as a Client Service Associate, where you will play a pivotal role in delivering exceptional client service. As one of the first points of contact for our clients, your contributions will ensure they have a remarkable experience that not only meets but surpasses their expectations. If you thrive on building relationships, connecting with clients, managing a variety of tasks, and possess a sharp attention to detail, this is the perfect opportunity for you. The ideal candidate will embody professionalism, compassion, and a commitment to providing the highest level of client service.
Key Responsibilities
Cultivate and nurture client relationships to enhance retention; oversee the onboarding process for new clients, coordinating activities with team members and providing necessary assistance.
Efficiently manage client documentation, both paper and electronic, ensuring timely updates; compile quarterly asset valuations for billing, journal entries, transfers, invoicing, annuity fees, commission fees, and consulting fees.
Handle daily administrative tasks within the office, including scheduling appointments, marketing efforts, managing accounts payable and receivable, and supporting the receptionist when needed.
Gain insight into the client’s business needs and identify additional value-added services that Mariner Wealth Advisors can offer.
Conduct reviews of job-related activities to ensure adequate controls are in place to prevent errors, fraud, and misstatements in financial reporting.
Engage in ongoing learning through client service associate meetings and internal resources related to compliance and practice management.
Perform other duties as assigned.
Qualifications
High school diploma is required; a bachelor’s degree is preferred.
Experience in financial services or relevant internship experience is required.
Experience in wealth management is a plus.
Skills and Knowledge
Proficient in Microsoft Office Suite and CRM systems (Salesforce, Redtail, etc.).
Familiarity with eMoney is an advantage.
Possess a positive outlook towards client interactions to provide proactive and exceptional service.
Demonstrated capability to manage multiple tasks efficiently.