Mariner

Client Service Associate – Pilot/Signals Project

Mariner

full-time

Posted on:

Location Type: Hybrid

Location: West Des Moines • Iowa • 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
  • 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
  • Review activities within the job scope to prevent errors, fraud, and misstatements
  • Attend and participate in learning opportunities through client service associate meetings
  • 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
  • Demonstrated ability to manage multiple tasks and maintain attention to detail
  • Strong verbal and written communication skills is essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment
Benefits
  • Health insurance
  • Paid time off
  • Flexible work arrangements
  • Professional development opportunities
  • Bonus eligibility
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 relationship managementorganizational skillsverbal communicationwritten communicationteamworkmulti-taskingproblem-solvingtime managementadaptabilitylearning agility
Certifications
high school diplomabachelor's degree