Client Service Associate

Mariner Wealth Advisors, LLC; Tigard (OR); On-site; USD 42,000 - 66,000; Full time

Job summary

Mariner Wealth Advisors is seeking a Client Service Associate in Tigard, Oregon to deliver outstanding client care and support. You will be the first point of contact, building relationships and ensuring a positive experience that exceeds expectations.

In this role you will manage onboarding, coordinate with team members, handle administrative tasks, and identify value-added services for clients while maintaining meticulous records and proactive communication.

Qualifications

• High school diploma required; bachelor's degree preferred.
• Financial services experience or applicable internship experience.
• Wealth management experience a plus.

Responsibilities

• Build and maintain client relationships to improve retention; coordinate onboarding with team.
• Maintain client files (paper and electronic) and compile asset values for billing and transfers.
• Handle day-to-day administrative duties: scheduling, marketing, AP/AR, receptionist support.
• Identify value-added services for clients that Mariner Wealth Advisors can provide.
• Review activities to prevent errors, fraud and misstatements.
• Participate in client service meetings and internal training resources.
• Perform other duties as assigned.

Skills

Client relations

Attention to detail

Verbal & written communication

Team player

Analytical skills

Organized

Education

High school diploma

Bachelor's degree

Tools

MS Office Suite

CRM (Salesforce, Redtail)

eMoney

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

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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.

EOE M/F/D/V