Client Service Associate at Mariner Careers

Sarasota, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Mar, 26

Salary

78000.0

Posted On

14 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relations, Financial Services, Wealth Management, MS Office Suite, CRM, eMoney, Communication Skills, Analytical Skills, Organizational Skills, Teamwork, Attention to Detail, Proactive Service, Administrative Duties, Client Retention, Implementation Process, Error Prevention

Industry

Financial Services

Description

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 Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide 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 Financial services experience or applicable internship experience Wealth management experience a plus Skills and Knowledge 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 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 $47,000.00/year to $78,000.00/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. #LI-MK1 EOE M/F/D/V

Responsibilities

The Client Service Associate is responsible for building and maintaining client relationships, managing the new client implementation process, and coordinating client activities. Additionally, they handle day-to-day administrative duties and ensure sufficient controls to prevent errors and fraud.