Client Service Associate
Mariner · Houston, TX · 1 wk ago
On-siteCustomer Service$65k–$80k/yrVolunteer
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
Qualifications
- A high school diploma is required; a bachelor’s degree is preferred
- Financial services experience or applicable internship experience is preferred
- Wealth management experience is a plus
Skills and Knowledge
- Strong PC proficiency with MS Office Suite
- Experience with eMoney is 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
Benefits
We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
Pay
$65K - $80K
Schedule
N/A