Wealth Management Client Care Associate

Mariner; Tigard (OR); On-site; USD 45,000 - 65,000; Full time

Job summary

Mariner Wealth Advisors in Tigard, OR seeks a Client Service Associate to deliver extraordinary service and support to clients. You will be the first point of contact, coordinating between clients and the team to ensure accurate, timely service and a positive experience.

You will build relationships, manage a variety of duties, and contribute to a growing practice by maintaining meticulous records, handling onboarding activities, and identifying opportunities to add value for clients.

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

CRM Salesforce

CRM Redtail

eMoney

Client relations

Attention to detail

Team player

Communication skills

Education

High school diploma

Bachelor's degree preferred

Tools

Salesforce

Redtail

eMoney

Job description

Mariner Wealth Advisors in Tigard, OR seeks a Client Service Associate to deliver extraordinary service and support to clients. You will be the first point of contact, coordinating between clients and the team to ensure accurate, timely service and a positive experience.

You will build relationships, manage a variety of duties, and contribute to a growing practice by maintaining meticulous records, handling onboarding activities, and identifying opportunities to add value for clients.