Mariner
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.
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $55,000.00/year to $95,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job‑related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.
EOE/M‑F/D/V
About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in‑house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com. Mariner is committed to, and maintains, a drug‑free workplace. For further information, click here.
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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.
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $55,000.00/year to $95,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job‑related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.
EOE/M‑F/D/V
About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in‑house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com. Mariner is committed to, and maintains, a drug‑free workplace. For further information, click here.
#J-18808-Ljbffr