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Mariner · 2 days ago

Client Service Associate

Oakbrook Terrace, IL

Full-time

Onsite

Mid Level

$47K/yr - $78K/yr

3+ years exp

Mariner is a privately held national financial services firm dedicated to meeting modern wealth needs. The Client Service Associate will serve as the primary point of contact for clients, managing communications and ensuring compliance while proactively addressing client needs.

ConsultingFinancial ServicesRisk Management

Comp. & Benefits

Responsibilities

Serve as the primary, ongoing point of contact for clients, maintaining a professional and responsive relationship

Process service requests accurately and in a timely manner (e.g., account maintenance, documentation, inquiries)

Manage inbound and outbound client communications with attention to detail, tone, and follow-through

Coordinate with internal departments (e.g., advisors, operations, compliance) to resolve client issues or requests

Ensure all client interactions comply with regulatory and company standards

Maintain accurate and up-to-date records of client interactions in CRM systems

Proactively identify and anticipate client needs and provide appropriate solutions or referrals

Continuously build knowledge of company products, services, and systems to better support clients

Qualification

Client service experienceCRM proficiencyMS Office SuiteVerbalOrganizational skillsWritten communicationAttention to detailAnalytical skillsTeamworkPositive attitudeWork ethic

Required

3+ years of experience in a client service, administrative, or operations role (preferably in financial services, legal, or other professional services industry)

Ability to effectively managing ambiguity and receive direction from multiple stakeholders while working on daily priorities

Strong organizational skills and attention to detail

Excellent written and verbal communication

Ability to handle confidential information with discretion

Proficiency with common business software and CRM systems

Consistent and dependable work ethic with a client-first mindset

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

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.