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Jobs · Customer Service · South Dakota

Client Service Associate

Mariner · Sioux Falls, SD · 3 wk ago
On-siteCustomer Service$58k–$73k/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 desired
  • Wealth management experience is a plus

Skills and Knowledge

  • Strong PC proficiency with MS Office Suite
  • Experience with a CRM system such as Salesforce or Redtail
  • Experience with eMoney is a plus
  • A 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
  • A highly organized individual with strong analytical skills
  • Able to work in a team environment

Benefits

  • Compensation range: $58K - $73K

Pay

  • Compensation range: $58K - $73K

Schedule

  • Compensation range: $58K - $73K

Benefits

  • Compensation range: $58K - $73K

Company Culture

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.

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