- 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.
- Understand the client's overall business needs and help identify value-added services that Mariner 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.
- Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, logging received checks, notification emails to representatives, meeting preparation.
- This position will also greet clients and vendors.
- Perform other duties as assigned.
- 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 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.
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Client Service Associate - State College, United States - Mariner
Description
If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.
The client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, 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.
Skills and Knowledge
Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.
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.
EOE M/F/D/V
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Barron's Top RIA Firms: Barron's awarded 2023 #4, #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron's uses to rank firms is proprietary. The number of firms included in the rankings was: , , , , and – The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit
Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity's Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (). Registration of an investment adviser does not imply a certain level of skill or training.
