Senior Client Service Associate

Mariner Wealth Advisors; Northern (KY); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Mariner Wealth Advisors is seeking a Senior Client Service Associate to deliver exceptional client service, care and leadership. As one of the first contacts for clients, you will help ensure a positive experience that exceeds expectations and coordinate with a wide range of teammates to support client needs.

You will build relationships, maintain files, support meetings, and identify value-added services for clients.

Qualifications

• High school diploma required; bachelor's degree preferred.
• 5+ years of client service experience in the financial services industry.
• Wealth management experience preferred.

Responsibilities

• Build and maintain client relationships to support retention and onboarding; coordinate and direct client activities with team members.
• Maintain client files and compile quarterly asset values for billing and invoicing.
• Manage day-to-day administrative duties including scheduling, marketing, accounts payables and receivables.
• Participate in client meetings and follow up on action items.
• Understand client business needs and identify value-added services Mariner can provide.
• Support a matrixed environment with diverse complex clients and relationships.
• Review activities for controls to prevent errors and misstatements.
• Lead and train new client service associates as appropriate.
• Attend learning opportunities through internal resources and meetings.
• Perform other duties as assigned.

Job description

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.

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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.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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