Senior Client Service Associate

The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and leadership. 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. If you love building relationships, connecting with clients, managing a diversity of tasks, being a leader amongst peers, have a strong attention to detail and want to be an important part of a growing team then this opportunity is for you. The successful associate will be professional, caring and genuinely demonstrate the highest level of client service.ResponsibilitiesBuild 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 necessaryMaintain 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 feesResponsible 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 neededParticipates in client meetings and supports action items post meetingUnderstand the client’s overall business needs and help identify value-added services that Mariner can provideWork in a matrixed environment and support a diversity of complex clients and relationshipsReview activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial resultsLeading and training new client service associates as appropriateAttend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.Perform other duties as assignedQualificationsHigh school diploma required; bachelor’s degree preferred5+ years of client service experience or related business experience in the financial services industryWealth management experience preferredSkills And KnowledgeDemonstrates ability and success with problem solving; able to resolve issues without direct supervisionStrong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)Experience with eMoney a plusPositive attitude toward client relations to provide exceptional, proactive client serviceDemonstrated ability to manage multiple tasks and maintain the necessary attention to detailStrong verbal and written communication skills are essential to effective client relationshipsHighly organized with strong analytical skillsAble to work in a team environmentWe welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.EOE M/F/D/VCompensation Range: $60K - $90K