Client Service Associate - Minneapolis - Mariner

    Mariner
    Mariner Minneapolis

    23 hours ago

    $38,000 - $65,000 (USD) per year *
    Description

    Job Title

    Client Service Associate

    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 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.

    EOE M/F/D/V

    Job Info

    Job Identification 1410

    Job Category Wealth Management

    Posting Date 01/08/2026, 08:42 PM

    Job Schedule Full time

    Locations 4400 West 78th Street, Bloomington, MN, 55435, US (Hybrid)

    FLSA Status Exempt

    * This salary range is an estimation made by beBee
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