Mariner Wealth Advisors
Senior Client Service Associate
Manasquan, NJ · Senior
Sponsorship not specifiedDetected 16 days ago
SalesforceCRMCommunicationProblem SolvingOrganizational SkillsMicrosoft Office
About the role
- 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.
- 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
- Participates in client meetings and supports action items post meeting
- Work in a matrixed environment and support a diversity of complex clients and relationships
- Perform other duties as assigned
- 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
- Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
Requirements
- 5+ years of client service experience or related business experience in the financial services industry
- High school diploma required; bachelor's degree preferred
Nice to have
- High school diploma required
- bachelor's degree preferred
- Wealth management experience preferred
Skills
- 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
- 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
- Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
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This listing is sourced directly from Mariner Wealth Advisors's careers page and normalized into a canonical job model.