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Senior Client Service Associate
Mariner Wealth Advisors
Remote, USA
Full-time
Senior · 5+ years experience
Remote
USD 80000-100000 yearly / year
Discovered 1 weeks ago
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Responsibilities
- 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
- Participates in client meetings and supports action items post meeting
- Understand the client’s overall business needs and help identify value-added services that Mariner can provide
- Work in a matrixed environment and support a diversity of complex clients and relationships
- Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
- Leading and training new client service associates as appropriate
- 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
Qualifications
- High school diploma required; bachelor’s degree preferred
- 5+ years of client service experience or related business experience in the financial services industry
- Wealth management experience preferred
Skills and Knowledge
- Demonstrates ability and success with problem solving; able to resolve issues without direct supervision
- Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
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