Client Service Associate - San Jose - Mariner Finance

    Mariner Finance
    Mariner Finance San Jose

    2 days ago

    Full time
    Description
    About Us
    Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here .

    Job Description
    The client service associate is a critical part of the Mariner Wealth Advisors 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.

    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-SU1

    #LI-Hybrid

    EOE/M-F/D/V

    About the Team
    At Mariner, behind every advisor is a team of advisors. And behind that, you'll find the answers to complex questions about taxes, insurance, estate planning, tech and more. It's how we give advisors access to a new level of support to give their clients access to a new level of advice.
  • Work in company

    Client Service Associate

    Mariner Finance

    The client service associate is a critical part of the Mariner Wealth Advisors 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 ...

    San Jose

    1 day ago

  • Work in company

    Associate - Procurement Services

    Only for registered members

    This is an opportunity to work as a Procurement Services Associate in San Jose, US. · ...

    San Jose

    1 month ago

  • Work in company

    Associate, Scoring Service

    Only for registered members

    Pearson is seeking part-time transcribers to join their team and contribute to the development of automated tests of English language proficiency. · ...

    San Jose Part time

    1 week ago

  • Work in company

    Client Service Associate

    Only for registered members

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose CA office. · The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment ...

    San Jose

    1 week ago

  • Work in company

    Customer Service Associate

    Only for registered members

    We are hiring for both Full Time and Part Time Customer Service Associates. · ...

    San Jose $18.45 - $24.31 (USD)

    1 month ago

  • Work in company

    Associate, Scoring Service

    Only for registered members

    This role aligns to industry-level titles such as Transcribers or Transcriptionists, · We are seeking part-time transcribers to join our team and be a part of the development of automated tests of English language proficiency. · Transcriptions are key to developing our AI scoring ...

    San Jose

    1 week ago

  • Work in company

    Client Service Associate

    Only for registered members

    The client service associate is a critical part of the Mariner Wealth Advisors 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 posi ...

    San Jose $47,000 - $78,000 (USD)

    2 weeks ago

  • Work in company

    Customer Service Associate

    Only for registered members

    We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. · Taking orders in the drive-thru,Assembling orders,Delivering food to customers,Cleaning the dining room, ...

    San Jose

    2 weeks ago

  • Work in company

    Client Service Associate

    Only for registered members

    As a Client Service Associate you'll play a critical role in ensuring an exceptional client experience. · ...

    San Jose, CA

    1 week ago

  • Work in company

    Associate Service Engineer

    Only for registered members

    We seek an Associate Service Engineer to join our dedicated and talented team. At TSP, we share a passion for providing an entirely positive, above-and-beyond service experience for every customer in the TSP family. · Immediate duties after 10-12 weeks of training will include pr ...

    San Jose, CA

    2 weeks ago

  • Work in company

    Client Service Associate

    Only for registered members

    The client service associate is a critical part of the Mariner Wealth Advisors team. · responsible for delivering extraordinary client service and care. · Build and maintain client relationships aimed at client retention; · Maintain client paper files and electronic data files in ...

    San Jose, CA, United States

    2 weeks ago

  • Work in company

    Customer Service Associate

    Only for registered members

    We are seeking a friendly and reliable Customer Service Associate to join our team at Rebel Convenience Stores. · We want to meet you if you thrive in a customer-focused role and want to be part of a fun, supportive, and growing team. · ...

    San Jose $18.45 - $18.75 (USD)

    1 month ago

  • Work in company

    Customer Service Associate

    Only for registered members

    We are looking for friendly and reliable Customer Service Associates to join our team. · We thrive in a customer-focused role and want to be part of a fun, supportive, and growing team — we want to meet you · You'll provide fast, friendly service while keeping our store clean,Rin ...

    San Jose $17.95 - $18.50 (USD)

    3 weeks ago

  • Work in company

    Customer Service Associate

    Only for registered members

    Create an awesome experience for our Customers, Donors and other Team Members at Savers / Value Village as a Customer Service Associate · ...

    San Jose, CA

    1 week ago

  • Work in company

    Associate, Scoring Service

    Only for registered members

    We are seeking part-time transcribers to join our team and be a part of the development of automated tests of English language proficiency. · Log in to a web-based tool to listen to spoken responses one-by-one and transcribe test-takers' speech word-for-word using our specific tr ...

    San Jose, CA, United States

    1 week ago

  • Work in company

    Customer Service Associate

    Only for registered members

    We supply our stores with gently-used items that have been donated by the community to local nonprofit organizations. · You'll often hear us say that we are "Thrift Proud." · We purchase these items directly from our nonprofit partners. · Redirecting billions of pounds of used it ...

    San Jose $18.45 - $24.31 (USD)

    1 month ago

  • Work in company

    Financial Services Associate

    Only for registered members

    Lathrop GPM is seeking an associate to join their Financial Services group in Redwood Shores or San Jose office. · Active California law license and good standing · Strong academic credentials · Exceptional analytical and writing abilities · ...

    San Jose, CA

    1 month ago

  • Work in company

    Client Services Associate

    Only for registered members

    We are an independent wealth management firm seeking a detail-oriented associate to join our team. The ideal candidate will support client operational implementation and provide daily interaction with the firm's clients. · Provide support to advisor team and assist in servicing t ...

    San Jose, CA

    1 month ago

  • Work in company

    Customer Service Associate

    Only for registered members

    As a flexible Customer Service Associate you will be interacting with our customers to provide world-class service to customers by providing helpful courteous and quality assistance. This includes greeting customers and responding to customers inquiries regarding vehicles and pro ...

    San Jose Full time

    1 day ago

  • Work in company

    Client Services Associate

    Only for registered members

    We are an independent wealth management firm seeking a motivated associate to support client operations. The ideal candidate is a team player eager to grow their career in wealth management and will assist advisors via daily interaction with clients. The primary role will be in o ...

    San Jose $70,000 - $80,000 (USD)

    1 month ago

Jobs
>
Client services associate
>
Jobs for Client services associate in San Jose