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A national wealth management firm is seeking a Client Service Associate to support advisors and deliver high-quality client service across day-to-day operations and client relationship management. · Build and maintain strong client relationships to support retention · Coordinate ...
Canton3 weeks ago
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+Job summary · We are hiring for one of our clients, a national financial services firm. · +ResponsibilitiesBuild and maintain client relationships to support retention and service delivery · Manage new client onboarding processes and coordinate activities with internal teams · ...
Canton2 weeks ago
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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 ...
Canton $38,000 - $65,000 (USD) per year2 days ago
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About UsMariner 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 th ...
East Canton $47,000 - $78,000 (USD) per year6 days ago
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Job Title: · Client Service Associate - Canton/Cleveland, OH · Location: · Canton, Ohio, United States · Employment Type: · Full-Time, Permanent · About the Role · We are hiring for one of our clients, a national financial services firm, seeking a Client Service Associate to supp ...
Canton, OH $38,000 - $65,000 (USD) per year1 week ago
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body{font-family:Arial}About Mariner Finance · Mariner is a national financial services firm equipped to meet modern wealth needs. Our advisors have access to in-house expertise covering tax, estate, trust and insurance as well as investment banking and valuation. · Our purpose i ...
North Canton $38,000 - $65,000 (USD) per year6 days ago
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We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · Duties include, but are not limited to,Assist customers with questions and recommendations · Manage sales transactions while working assigned cash register ...
Canton2 months ago
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+ Join our team today and let's create an inviting shopping experience for our customers. · ...
Canton $11.50 - $12 (USD)1 month ago
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Did you know that the Stark County Park District is responsible for maintaining over 100 miles of trail, 8,000+ acres of land and over 1,200 acres of lakes, ponds, and reservoirs? All of this land and water means plenty of things to do for our community year-round but even more s ...
Canton $13 - $15 (USD)2 weeks ago
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We are seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · Assist customers with questions and recommendations · Manage sales transactions while working assigned cash register · Maintain security of cash and protec ...
Canton2 months ago
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We're seeking a Customer Service · Ambassador to join our team and deliver a great shopping experience for every customer.We offer a wide variety of rewards to support your health, wealth and mental well-being. · In addition to medical pharmacy dental and vision insurance we off ...
Canton2 months ago
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+Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. · ...
Canton $11.50 - $12 (USD)1 month ago
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Join our team today and let's create an inviting shopping experience for our customers. · ...
Canton $11.50 - $12 (USD)1 month ago
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Duties · We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: · Assist customers with questions and recommendations · Manage sales transactions while working ...
Canton $38,000 - $62,000 (USD) per year1 week ago
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Duties · We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: · Assist customers with questions and recommendations · Manage sales transactions while working ...
Canton $30,000 - $40,000 (USD) per year1 week ago
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Duties · We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: · Assist customers with questions and recommendations · Manage sales transactions while working ...
Canton $20,000 - $30,000 (USD) per year1 week ago
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Duties · We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: · Assist customers with questions and recommendations · Manage sales transactions while working ...
Canton $35,000 - $37,500 (USD) per year1 week ago
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Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. · ...
Canton $11.50 - $12 (USD)1 month ago
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Duties · We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: · Assist customers with questions and recommendations · Manage sales transactions while working ...
Canton $38,000 - $62,000 (USD) per year1 week ago
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Duties · We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: · Assist customers with questions and recommendations · Manage sales transactions while working ...
Canton $38,000 - $62,000 (USD) per year1 week ago
Client Service Associate - North Canton - Mariner Finance
Description
About UsMariner 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
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 assignedQualifications
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
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.
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Customer Service Associate I
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Customer Service Associate II
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Customer Service Associate I
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Customer Service Associate I
Only for registered members Canton
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Customer Service Associate I
Only for registered members Canton
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Customer Service Associate I
Only for registered members Canton
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Customer Service Associate II
Only for registered members Canton
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Customer Service Associate I
Only for registered members Canton
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Customer Service Associate I
Only for registered members Canton