Client Service Associate - Oakbrook Terrace, United States - Mariner Wealth Advisors

Mariner Wealth Advisors

Verified Company

Oakbrook Terrace, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Overview:

If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you.

We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.

The client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service and care
. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations.

If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you.

The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.

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 daytoday 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 valueadded services that Mariner 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

Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.

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.
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