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Mariner · 9 hours ago

Client Service Associate - Canton/Cleveland, OH

Canton, OH

Full-time

Onsite

New Grad, Entry Level

$47K/yr - $78K/yr

Mariner is a privately held national financial services firm dedicated to meeting modern wealth needs. The Client Service Associate will build and maintain client relationships, manage client implementation processes, and handle day-to-day administrative duties to support the firm's operations.

ConsultingFinancial ServicesRisk Management

Comp. & Benefits

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 client’s 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

Qualification

Financial services experienceMS Office Suite proficiencyCRM experienceWealth management experiencePositive client relationsAnalytical skillsCommunication skillsAttention to detailTeamworkOrganizational skills

Required

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

Preferred

bachelor's degree

Wealth management experience a plus

Experience with eMoney a plus

Benefits

Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

Roles may also be eligible for additional compensation and/or benefits.