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Client Service Associate
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$78,000 a year
Full-time
- The client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service and care.
- 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.
- 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
- Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
- Experience with eMoney a plus
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