Mariner Careers
Senior Client Service Associate
4d ago
77000 –95000 USD / yearUSASeniorclient_relationship_managementdata_entryappointment_schedulingbillingaccounts_payableaccounts_receivablemarketing
A senior client service associate role focusing on delivering exceptional client service, relationship management, and office administrative duties.
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
Requirements
- 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
Other
- 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.
- 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.
- #LI-MK1
- 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 .
- EOE M/F/D/V