Wealth Client Care Specialist

Mariner; Danville (CA); On-site; USD 48,000 - 65,000; Full time

Job summary

Mariner Wealth Advisors is seeking a Client Service Associate to deliver outstanding client service and care in Danville, CA. You will be an initial point of contact, building relationships and supporting a growing team with professional, caring service.

The role includes maintaining client files, coordinating appointments, handling administrative tasks, and identifying value-added services to enhance the client experience while ensuring accuracy and compliance in a collaborative office

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 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

Skills

MS Office Suite

CRM (Salesforce/Redtail)

Client relations

Multitasking

Verbal and written communication

Analytical skills

Teamwork

Education

High School Diploma

Bachelor's degree

Tools

eMoney

Job description

Mariner Wealth Advisors is seeking a Client Service Associate to deliver outstanding client service and care in Danville, CA. You will be an initial point of contact, building relationships and supporting a growing team with professional, caring service.

The role includes maintaining client files, coordinating appointments, handling administrative tasks, and identifying value-added services to enhance the client experience while ensuring accuracy and compliance in a collaborative office