Client Service Associate
Mariner
full-time
Posted on:
Location Type: Hybrid
Location: Brentwood • Montana • 🇺🇸 United States
Visit company websiteSalary
💰 $47,000 - $78,000 per year
Job Level
JuniorMid-Level
About the role
- 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
Requirements
- 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
Benefits
- We believe in giving associates progressive opportunities
- Actively nurturing professional growth
- Giving back to the community
- Innovative workplace
- Culture that fosters camaraderie, teamwork and work-life balance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services experiencewealth management experiencePC proficiencyMS Office SuiteCRMeMoneyattention to detailanalytical skills
Soft skills
client relationsproactive client servicetime managementverbal communicationwritten communicationorganizational skillsteamwork
Certifications
high school diplomabachelor's degree