Client Service Associate - Eden Prairie - Mariner Finance

    Mariner Finance
    Mariner Finance Eden Prairie

    15 hours 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.


  • Work in company

    service desk associate

    Only for registered members

    We're committed to helping you thrive at work and at home. · ...

    Eden Prairie $16 - $19 (USD)

    4 days ago

  • Work in company

    Client Service Associate

    Only for registered members

    We are currently seeking a talented and enthusiastic individual to join our Wealth Management Team. This is an exciting opportunity for an individual looking to join a synergistic team that values its employees and client relationships. · This is a hybrid role based out of our Ed ...

    Eden Prairie $56,000 - $82,000 (USD)

    3 weeks ago

  • Work in company

    service desk associate

    Only for registered members

    As a Service Desk Associate you keep the store connected as a reliable source for information and support. You'll have the opportunity to impact several areas of our store services. · ...

    Eden Prairie, MN

    1 month ago

  • Work in company

    Client Service Associate

    Mariner Finance

    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 ...

    Eden Prairie Full time

    1 day ago

  • Work in company

    Guest Service Associate

    Only for registered members

    Turn your passion into a rewarding role with our growing team at European Wax Center We're in the business of Revealing Beautiful Skin, and with your help, we'll give guests a reason to walk in, and strut out. · ...

    Prairie Center Dr, Eden Prairie, MN,

    1 week ago

  • Work in company

    Client Service Associate

    Only for registered members

    We are currently seeking a talented and enthusiastic individual to join our Wealth Team. · This is an exciting opportunity for an individual looking to join a synergistic team that values its employees and client relationships. · The Client Service Associate (CSA) is a critical p ...

    Eden Prairie

    3 weeks ago

  • Work in company

    Customer Service Associate II

    Only for registered members

    Join our team today and let's create an inviting shopping experience for our customers. · ...

    Eden Prairie $15.50 - $16 (USD)

    1 month ago

  • Work in company

    Associate Director of Actuarial Services

    Only for registered members

    Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel ...

    Eden Prairie $112,700 - $193,200 (USD) Full time

    2 weeks ago

  • Work in company

    Customer Service Associate I

    Only for registered members

    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 protect com ...

    Eden Prairie $15 - $15.50 (USD)

    1 month ago

  • Work in company

    Associate Director of Actuarial Services

    Only for registered members

    Lensa is a career site that helps job seekers find great jobs in the US. · Oversee, build and maintain actuarial models used for forecasting, negotiations, and tracking performance risks associated with value-based arrangements · ...

    Eden Prairie

    2 weeks ago

  • Work in company

    Customer Service Associate

    Only for registered members

    This position is responsible for providing fast, friendly and accurate transactions at the point of sale. · Responsible for stocking and maintaining merchandising standards on the sales floor while maintaining a clean and safe environment. · ...

    Chanhassen $14.20 - $21.29 (USD) Part time

    2 weeks ago

  • Work in company

    Associate Director of Actuarial Services

    Only for registered members

    Optum is a global organization that delivers care aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care pharmacy benefits data and resources they need to feel the ...

    Eden Prairie, MN

    2 weeks ago

  • Work in company

    Customer Service Associate/ Senior Customer Service Associate

    Only for registered members

    +We are looking for customer service professionals who can excel at giving our guests a 5-star experience.+ · +As a Shane Co. Customer Service Associate You Will…+Assist with front and back of house operations,+ · Support Floor Sales activities,+ · ...

    Minnetonka, Minnesota, United States Full time

    1 week ago

  • Work in company

    Client Service Associate

    Mariner Finance

    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. · ...

    Minnetonka

    15 hours ago

  • Work in company

    Merchandising Service Associate

    Only for registered members

    +This individual is responsible for providing SMART customer service through the daily execution of Lowe's customer service policies, procedures, and programs. · +6 Months Live nursery experience or General Merchandising experience · High school diploma or GED · +<ul style= ...

    Shakopee $16.50 - $17.20 (USD)

    1 month ago

  • Work in company

    Client Service Associate

    Mariner Finance

    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 ...

    Minnetonka Full time

    1 day ago

  • Work in company

    Merchandising Service Associate

    Only for registered members

    The Merchandising Service Associate is responsible for providing excellent customer service, building relationships with vendors, and collaborating with the Merchandising Service team. · They will engage with customers, understand their needs, and assist in locating merchandise. ...

    Shakopee $16.50 - $17.20 (USD) Full time

    1 month ago

  • Work in company

    Customer Service Associate

    Only for registered members

    +This position is responsible for providing fast and friendly transactions at the point of sale. · +Customer service: Creates a high level of customer service throughout the store ensuring all customers experience a welcoming atmosphere. · Store operations: Follows policies and p ...

    Shakopee, Minnesota, , United States Part time

    4 days ago

  • Work in company

    Client Service Associate

    Mariner Finance

    +Job summary · 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 timel ...

    Hopkins

    15 hours ago

  • Work in company

    Client Service Associate

    Mariner Finance

    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 ...

    Hopkins Full time

    1 day ago

Jobs
>
Client services associate
>
Jobs for Client services associate in Eden Prairie