Mariner
Client Service Associate
Sioux Falls, SD · Internship
Sponsorship not specifiedDetected 55 days ago
SalesforceCRMCommunicationOrganizational Skills
About the role
- As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their 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
- 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
- High school diploma required; bachelor's degree preferred
- Financial services experience or applicable internship experience
Nice to have
- bachelor's degree preferred
- Wealth management experience a plus
- High school diploma required
Skills
- 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's careers page and normalized into a canonical job model.