Senior Client Service Associate

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.

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

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

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.

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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 .

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