Lease Administration Manager
Cushman & Wakefield
Client Service Associate
Mariner
full-time
Posted on:
Origin: • 🇺🇸 United States • Florida, Kansas
Visit company websiteSalary
💰 $47,000 - $78,000 per year
Job Level
JuniorMid-Level
About the role
- Deliver extraordinary client service and care as part of the Mariner Wealth Advisors team
- 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; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
- Day-to-day administrative duties of the office: coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
- Understand client’s overall business needs and help identify value-added services Mariner Wealth Advisors can provide
- Review activities within 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
- 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
- Highly organized with strong analytical skills
- Able to work in a team environment
