Mariner

Client Service Associate

Mariner

full-time

Posted on:

Location Type: Hybrid

Location: San Jose • California • 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
  • 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 & Tools
financial services experiencewealth management experiencePC proficiencyMS Office SuiteCRMSalesforceRedtaileMoneyanalytical skillsattention to detail
Soft Skills
client relationsproactive client serviceverbal communicationwritten communicationorganizational skillsteamworkrelationship managementmulti-taskingpositive attitudelearning orientation
Certifications
high school diplomabachelor's degree