Client Service Associate
Mariner
Client Service Associate
Mariner
full-time
Posted on:
Location Type: Hybrid
Location: Fairfield • Connecticut • 🇺🇸 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 and coordinate client activities with team members
- 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
- Responsible for day-to-day administrative duties: coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
- Understand clients’ overall business needs and identify value-added services Mariner Wealth Advisors can provide
- Review activities within job scope for sufficient controls to prevent errors, fraud and misstatements
- 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 attention to detail
- Strong verbal and written communication skills
- Highly organized with strong analytical skills
- Able to work in a team environment
Benefits
- Our compensation reflects the cost of talent across multiple US geographic markets; base pay ranges $47,000/year to $78,000/year
- Eligibility to participate in an incentive program subject to program rules; awards dependent on individual and organizational performance
- Roles may also be eligible for additional compensation and/or benefits
- Innovative workplace and culture that fosters camaraderie, teamwork and work-life balance
- Progressive opportunities and professional growth
- Community involvement and diversity supportive culture
ATS 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 servicetime managementstrong verbal communicationstrong written communicationhighly organizedteamworkrelationship managementproblem-solvingadaptability
Certifications
high school diplomabachelor's degree
