Client Service Associate

The client service associate is a critical part of the Mariner Wealth Advisors team. As one of the first associates’ advisors connect with, the client service associate is instrumental in making sure advisors have a positive experience, reducing NIGOs and facilitating a seamless account onboarding. If you love building relationships, managing a diversity of tasks, have a strong attention to detail and excellent time management, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.

Responsibilities

• Maintain client paper files and electronic data files in a timely manner; journals, transfers, and other money movement/account funding
• Understand an advisor’s overall business needs in relation to new account openings
• Review activities within the 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 made available through compliance, practice management, etc.
• Perform other duties as assigned

Qualifications

• High school diploma required; bachelor’s degree preferred
• Wealth management experience or applicable internship experience
• Broader financial experience a plus

Skills and Knowledge

• Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
• Proficiency with Fidelity and Schwab
• Positive and proactive attitude toward advisor 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 are essential to effective client relationships
• Highly organized with strong analytical skills
• Able to work in a team environment

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $60,000/year to $85,000/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

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EOE/M-F/D/V