Client Service Associate

Responsibilities

• Build and maintain client relationships aimed at client retention
• Manage new client implementation processes and coordinate activities with team members
• Maintain client paper files and electronic data files
• Compile quarterly asset values for billing, journals, transfers, and invoicing
• Handle day-to-day administrative duties including scheduling, marketing, and accounts payable/receivable
• Identify value-added services to meet client business needs
• Review activities to ensure controls prevent errors, fraud, and misstatements

Requirements

• High school diploma required; bachelor’s degree preferred
• Financial services experience or applicable internship experience
• Proficiency with MS Office Suite and CRM software (Salesforce, Redtail, etc.)
• Strong verbal and written communication skills
• Highly organized with strong analytical skills and attention to detail

Preferred Qualifications

• Wealth management experience
• Experience with eMoney

About the Company

Mariner Wealth Advisors is dedicated to building a diverse culture that nurtures professional growth and fosters camaraderie, teamwork, and work-life balance.