Mariner Wealth Advisors is seeking a Client Service Associate to enhance their client service and care. This role involves building and maintaining client relationships, managing administrative duties, and ensuring a positive client experience while supporting the overall operations of the team.
Responsibilities
- 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
Skills
- High school diploma required
- Financial services experience or applicable internship experience
- Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
- 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
- Bachelor's degree preferred
- Wealth management experience a plus
- Experience with eMoney a plus
Company Overview
Your wealth plan shouldn’t sit still. Neither do we. It was founded in 2006, and is headquartered in Leawood, Kansas, USA, with a workforce of 1001-5000 employees. Its website is http://www.marinerwealthadvisors.com/.