Client Service Associate - Pilot/Signals Project
Mariner Wealth Advisors is seeking a Client Service Associate to enhance their client service and care. This role involves building and maintaining client relationships, managing administrative duties, and ensuring a positive client experience while supporting the overall operations of the team. 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 clientâs 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 Skills High school diploma required Financial services experience or applicable internship experience Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) 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 Bachelor's degree preferred Wealth management experience a plus Experience with eMoney a plus Company Overview Your wealth plan shouldnât sit still. Neither do we. It was founded in 2006, and is headquartered in Leawood, Kansas, USA, with a workforce of 1001-5000 employees. Its website is