Senior Client Service Associate
Mariner · Manasquan, NJ · 6 days ago
On-siteAdministrative$77k–$95k/yrFull-time
Responsibilities
- Build and maintain client relationships aimed at client retention
- Manage new client implementation process
- Cookordination and direction of client activities with other team members
- Aid 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
- Perform day-to-day administrative duties, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
- Participate in client meetings and support action items post meeting
- Understand the client’s overall business needs and help identify value-added services that Mariner can provide
- 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
- Lead and train 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
Benefits
- Compensation Range: $77K - $95K