Client Service Associate

Mariner
Brentwood, MO
On-siteCareer-pivot friendly

Who this role is best for

Best suited to relationship-focused professionals with administrative and financial services experience working in wealth management in Brentwood, MO.

Best fit for

  • Candidates with a background in client-facing roles and administrative support in wealth management
    — “responsible for delivering extraordinary client service and care”
  • Individuals who are organized and capable of managing diverse tasks efficiently
    — “managing a diversity of tasks, have a strong attention to detail”
  • Professionals with CRM and financial software experience, particularly with eMoney or Salesforce
    — “Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)”

Things to consider

  • The position may require flexibility in handling both client and internal administrative workflows
    — “Responsible for the day-to-day administrative duties of the office”

How to stand out

  • Highlight experience in building long-term client relationships and proactive service delivery
    — “building relationships, connecting with clients, managing a diversity of tasks”
  • Demonstrate familiarity with financial services software, like eMoney or CRM tools
    — “Experience with eMoney a plus”
  • Showcase ability to coordinate with team members and manage multiple responsibilities
    — “coordinate, and direct client activities with other team members”
  • Emphasize strong communication skills in both verbal and written formats
    — “Strong verbal and written communication skills are essential”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Maintained positive client relationships
  • Managed client implementation process effectively
Typical background
Financial services experienceWealth management background

Skills & requirements

Required

Client Relationship ManagementAdministrative DutiesFinancial ServicesWealth Management

Preferred

CRM SystemsEmoney

Stack & domain

MS Office SuiteCRM (salesforce, Redtail, Etc.)EmoneyClient RelationsTeamworkAttention To DetailCommunicationWealth ManagementFinancial Services

About the role

Original posting from Mariner via Ashby

The Client Service Associate is a critical part of the Mariner Wealth Advisors 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. If you love building relationships, connecting with clients, managing a diversity of tasks, 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.

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

QUALIFICATIONS

  • High school diploma required; bachelor’s degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus

SKILLS AND KNOWLEDGE

  • 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
  • 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

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 https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/.

EOE M/F/D/V

Source: Mariner careers (Ashby)

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