Mariner

Client Service Associate

Mariner

full-time

Posted on:

Location Type: Hybrid

Location: Tigard • Oregon • United States

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Salary

💰 $47,000 - $78,000 per year

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
  • health insurance
  • retirement plans
  • paid time off
  • flexible work arrangements
  • professional development

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 SuiteCRMSalesforceRedtaileMoneyanalytical skillsattention to detail
Soft skills
client relationsproactive client serviceverbal communicationwritten communicationorganizational skillsteamworkmulti-taskingpositive attitude
Certifications
high school diplomabachelor's degree