Client Service Associate

Mariner; Madison (NJ); On-site; USD 47,000 - 78,000; Full time

Job summary

Mariner is seeking a Client Service Associate to deliver exceptional service and build relationships with clients. This role entails managing client files, coordinating activities, and ensuring a positive client experience. Ideal candidates will have strong communication and organizational skills, with financial services experience preferred.

Qualifications

• High school diploma required; college degree preferred.
• Experience in financial services or applicable internship is a plus.
• Wealth management experience is a benefit.

Responsibilities

• Build and maintain client relationships aimed at client retention.
• Maintain client paper files and electronic data files timely.
• Perform day-to-day administrative duties of the office.

Skills

Strong PC proficiency with MS Office Suite

Positive attitude toward client relations

Strong verbal and written communication skills

Highly organized with strong analytical skills

Education

High school diploma required; bachelor’s degree preferred

Tools

CRM (Salesforce, Redtail, etc.)

eMoney

Job description

Join to apply for the Client Service Associate role at Mariner

1 day ago Be among the first 25 applicants

Join to apply for the Client Service Associate role at Mariner

Get AI-powered advice on this job and more exclusive features.

Job Description

The client service associate is a critical part of the Mariner Wealth Advisors 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.

Job Description

The client service associate is a critical part of the Mariner Wealth Advisors 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 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
  
  

Wewelcome 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.

EOE M/F/D/V

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

Referrals increase your chances of interviewing at Mariner by 2x

Get notified about new Client Services Associate jobs in Madison, NJ.

New York, NY $50,000.00-$50,000.00 1 day ago

New York, NY $100,000.00-$125,000.00 2 hours ago

New York City Metropolitan Area $70,000.00-$75,000.00 1 day ago

Credit/Loan Trading Trade Support Analyst

New York, NY $120,000.00-$145,000.00 23 hours ago

(Work From Home) Online Booking Consultant

New York, NY $75,000.00-$80,000.00 1 hour ago

New York City Metropolitan Area $75,000.00-$110,000.00 3 hours ago

New York, NY $200,000.00-$240,000.00 19 hours ago

New York City Metropolitan Area 1 day ago

New York City Metropolitan Area $45,000.00-$50,000.00 1 hour ago

New York, NY $90,000.00-$100,000.00 1 hour ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.