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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 ...
Papillion Full time1 day ago
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This position is responsible for acquiring expanding and enriching member relationships while providing exceptional service. · The qualified candidate will be member focused show excellence in accuracy and all their work demonstrate integrity share one vision through teamwork. · ...
Papillion $21.46 - $27.64 (USD)1 month ago
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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. · ...
Papillion1 day ago
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This position is responsible for acquiring member relationships and providing exceptional service.The qualified candidate will be focused on accuracy and integrity. · ...
Papillion $21.46 - $27.64 (USD)1 month ago
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This position is responsible for acquiring, expanding, and enriching member relationships while providing exceptional service.The qualified candidate will be member focused show excellence in accuracy and all their work demonstrate integrity share one vision through teamwork. · , ...
Papillion $21.46 - $27.64 (USD)1 month ago
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This position is responsible for acquiring and enriching member relationships while providing exceptional service. · Must have at least one year of similar or related experience. · High energy and sales ability to represent the credit union in a positive manner. · ...
Papillion, NE1 month ago
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This position is responsible for acquiring expanding and enriching member relationships while providing exceptional service. · ...
Papillion, NE1 month ago
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+This position is responsible for acquiring, expanding, and enriching member relationships while providing exceptional service. · +Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. · Demonstrates a positive member service (internal and ...
Papillion, NE1 month ago
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This position is responsible for acquiring expanding enriching member relationships while providing exceptional service. · The qualified candidate will be member focused show excellence in accuracy all their work demonstrate integrity share one vision through teamwork. · ...
Papillion $21.46 - $27.64 (USD)1 month ago
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This position is responsible for acquiring expanding and enriching member relationships while providing exceptional service. ...
Papillion, NE1 month ago
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The front end service team associate role focuses on compliance and customer service at Walmart stores. · Competitive pay including performance-based incentive awards · Health benefits include medical vision dental coverage · ...
Papillion1 month 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. · Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect compa ...
La Vista1 month ago
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This role is responsible for providing courteous customer service in person or by telephone; answers incoming calls to the retail store and directs incoming calls to the appropriate department and assist with guest questions in store. · ...
Omaha, NE1 month ago
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This position is responsible for acquiring, expanding and enriching member relationships while providing exceptional service. The qualified candidate will be member focused with excellence in accuracy and all their work demonstrating integrity sharing one vision through teamwork ...
Richland Viii $21.46 - $27.64 (USD) OTHER1 month ago
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Front End Service associates are focused on compliance and customer service. They smile, greet and thank customers, · process returns / refunds, · and carry out financial transactions. · ...
La Vista $16 - $29 (USD)5 days ago
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As a Customer Service expert you are the face of what we stand for You will help our customer feel the difference in their Exchange shopping experience by providing a frictionless experience while assisting customers with refund/exchanges questions and complaints You'll help cust ...
Offutt AFB, NE1 month 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 ...
Offutt Air Force Base Full time1 day ago
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Cultivate your passion, purpose and professional development in an environment of excellence and inclusion where team members are supported and deeply valued. · ...
Omaha Part time1 month ago
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At Children's, the region's only full-service pediatric healthcare center, our people make us the very best for kids. · ...
Omaha Part time1 month ago
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Welcome and support visitors, warmly greet all visitors, assist visitors in getting where they need to go. Promote a welcoming and reassuring environment for all Children's visitors by exhibiting exemplary customer service skills. · ...
Omaha, NE Part time1 month ago
Client Service Associate - Papillion - 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-ML1
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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Client Service Associate
Full time Mariner Finance- Papillion
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Member Service Associate
Only for registered members Papillion
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Client Service Associate
Mariner Finance- Papillion
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Member Service Associate
Only for registered members Papillion
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Member Service Associate
Only for registered members Papillion
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Member Service Associate
Only for registered members Papillion, NE
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Member Service Associate
Only for registered members Papillion, NE
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Member Service Associate
Only for registered members Papillion, NE
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Member Service Associate
Only for registered members Papillion
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Member Service Associate
Only for registered members Papillion, NE
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Front End Service Team Associate
Only for registered members Papillion
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Customer Service Associate I
Only for registered members La Vista
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Guest Service Associate
Only for registered members Omaha, NE
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Member Service Associate
OTHER Only for registered members Richland Viii
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Front End Service Team Associate
Only for registered members La Vista
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Customer Service Associate
Only for registered members Offutt AFB, NE
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Client Service Associate
Full time Mariner Finance- Offutt Air Force Base
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Guest Services Associate
Part time Only for registered members Omaha
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Guest Services Associate
Part time Only for registered members Omaha
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Guest Services Associate
Part time Only for registered members Omaha, NE
