Senior Client Service Associate

The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and leadership. As one of the first associates a client connects with, the senior client service associate is instrumental in making sure clients have a positive experience that exceeds expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, being a leader amongst peers, 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 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 - Participates in client meetings and supports action items post meeting - Understand the client’s overall business needs and help identify value-added services that Mariner can provide - Work in a matrixed environment and support a diversity of complex clients and relationships - Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results - Leading and training new client service associates as appropriate - 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 - 5+ years of client service experience or related business experience in the financial services industry - Wealth management experience preferred Skills and Knowledge - Demonstrates ability and success with problem solving; able to resolve issues without direct supervision - 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. #LI-MK1 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. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V