Client Service Associate

Company: Mariner Wealth Advisors
Location: Palm Beach
Posted on: March 16, 2023

Job Description:

If you are looking to build your career with a firm that puts the client first by providing 360 advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals. 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.

• 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 clients 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
  
  • High school diploma required; bachelors 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 Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do. 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. EOE M/F/D/V #LI-MK1 Top RIA Firms: Barrons awarded 2022, 2021, and 2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 through 2022 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. The ranking is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 - 2022). The published rankings are based on firm surveys, and the firms filings with the regulatory databases were used to cross-check the data provided. The formula Barrons uses to rank advisors is proprietary. The ranking is not indicative of future performance, and there is no guarantee of future success. For additional information, visit

Keywords: Mariner Wealth Advisors, Palm Beach , Client Service Associate, Other , Palm Beach, Florida