Client Service Associate - Orrville - Mariner Finance

    Mariner Finance
    Mariner Finance Orrville

    2 days ago

    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
    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-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.

  • Client Service Associate

    4 days ago

    Mariner Finance Uniontown

    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; compil ...

  • Client Service Associate

    3 days ago

    Mariner Uniontown

    About Mariner Wealth Advisors · Mariner Wealth Advisors is a financial services firm that provides wealth management solutions to clients. With in-house expertise covering tax, estate, trust, and insurance, investment banking and valuation, our advisors can maximize time spent cr ...

  • Customer Service Associate I

    1 month ago

    Only for registered members Selma

    We are seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · High school diploma or equivalent is preferred · Previous customer service experience in retail, hotel, restaurant, grocery or drug store environment is hig ...

  • Service & Kitchen Team Associate

    23 hours ago

    Only for registered members Selma Full time

    Join us as a Service Team & Kitchen Team Associate. We're looking for friendly team players to create a warm environment for our guests and provide great service for our guests. · ...

  • Mail Carrier

    5 days ago

    Postal Jobs Assist Orrville

    Rural Carrier Associate Job Description · As a Rural Carrier Associate with USPS, your key responsibilities include delivering and collecting mail on assigned routes while interacting with customers along the way. · Key Responsibilities: · Mail Delivery: Deliver and collect mail ...

  • Window Clerk/Customer Service

    4 days ago

    Postal Jobs Assist Orrville

    USPS accepts applications for PSE Sales & Services/Distribution Associate nationwide to ensure smooth mail distribution while providing customer support. · ...

  • Window Clerk/Customer Service

    1 week ago

    Postal Jobs Assist Orrville

    The role ensures the smooth distribution of mail while offering professional customer support. · Sort and organize mail for distribution · Assist with inquiries about postal services · Maintain accurate records and documentation · ...

  • Window Clerk/Customer Service

    1 week ago

    Postal Hiring Hub Orrville

    This role ensures the smooth distribution of mail while offering professional customer support. · Sort and organize mail for distributionAssist with inquiries about postal servicesMaintain accurate records and documentation ...

  • Window Clerk/Customer Service

    1 week ago

    Postal Hiring Hub Orrville

    We are accepting applications for PSE Sales & Services/Distribution Associate nationwide. This role ensures the smooth distribution of mail while offering professional customer support. · Maintain accurate records and documentation · Assist with inquiries about postal services · ...

  • Mail Carrier

    1 week ago

    Postal Hiring Hub Orrville

    Explore a World of Career Opportunities as a Mail Carrier with USPS · This role involves delivering and collecting mail while interacting with customers along the route. · ...

  • Mail Carrier

    1 week ago

    Postal Hiring Hub Orrville

    USPS is accepting applications for Rural Carrier Associates nationwide. This role involves delivering and collecting mail while interacting with customers along the route. · ...

  • Mail Carrier

    1 week ago

    Postal Jobs Assist Orrville

    + Explore a World of Career Opportunities as a Mail Carrier with USPS · + · +Deliver and collect mail on assigned routes · Assist customers with postal needs and inquiries · Maintain accurate delivery records and documentation · + · + Valid Job: 1 ...

  • General Manager

    3 weeks ago

    Only for registered members Salem, AL

    Camping World is seeking a General Manager for our growing team. · ...

  • Sales Manager

    1 month ago

    Only for registered members Salem, AL

    Camping World seeks an experienced Sales Manager to deliver exceptional customer experiences and drive sales. · ...

  • Window Clerk/Customer Service

    3 days ago

    Postal Hiring Hub Marion Junction

    The USPS is accepting applications for PSE Sales & Services/Distribution Associate nationwide. This role ensures the smooth distribution of mail while offering professional customer support.Vacancies: Numerous openings nationwide · Starting Pay Rate: $38.62 per hour · Average Ann ...

  • Window Clerk/Customer Service

    1 week ago

    Postal Jobs Assist Marion Junction

    The United States Postal Service (USPS) is accepting applications for PSE Sales & Services/Distribution Associate nationwide. · ...

  • Mail Carrier

    1 week ago

    Postal Jobs Assist Marion Junction

    Explore a World of Career Opportunities as a Mail Carrier with USPSRole Overview USPS is accepting applications for Rural Carrier Associates nationwide. · ...

  • Mail Carrier

    3 days ago

    Postal Hiring Hub Marion Junction

    Explore opportunities as a Mail Carrier with USPS. · Deliver and collect mail on assigned routes. · Assist customers with postal needs and inquiries. · ...

  • Car Sales Consultant

    1 month ago

    Only for registered members Dallas County, AL

    We are professional and agile dealership that has been serving Selma, AL and the surrounding areas for over 30 years. · ...

  • Manager, Client Support

    1 month ago

    Only for registered members Alberta

    · We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · Our team members have what they need to make a meaningful impact and are truly valued for who they are and wh ...

Jobs
>
Client services associate
>
Jobs for Client services associate in Orrville