Client Service Associate

Mariner

Pittsburgh, PA

On-siteCareer-pivot friendly

Who this role is best for

Strong fit for candidates with financial services experience who thrive in team-oriented environments and value client-centric work in Pittsburgh, PA.

Best fit for

Candidates with administrative and client-facing experience in wealth management or financial services
— “Financial services experience or applicable internship experience”
Individuals who prioritize relationship-building and proactive communication in a collaborative office setting
— “Positive attitude toward client relations to provide exceptional, proactive client service”

Things to consider

The role requires a commitment to in-office work in Pittsburgh, PA, as it involves coordinating office administrative duties
— “Responsible for the day-to-day administrative duties of the office”
Candidates should be prepared to handle a variety of financial administrative tasks with precision
— “Maintain client paper files and electronic data files in a timely manner”

How to stand out

Highlight experience with financial administrative tools like eMoney and CRM systems in your resume
— “Experience with eMoney a plus”
Emphasize your ability to coordinate complex client onboarding processes in your application materials
— “manage new client implementation process, coordinate, and direct client activities”
Showcase your track record of client retention and relationship-building in your interview responses
— “Build and maintain client relationships aimed at client retention”
Demonstrate your analytical skills and attention to detail with concrete examples in your resume
— “Review activities within the job scope for sufficient controls to prevent errors”
Include examples of how you have managed multiple tasks and maintained organization in your application
— “Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail”

Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

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

What success looks like

building and maintaining client relationships
managing client implementation
maintaining client files
coordinating appointments
understanding client needs

Typical background

administrative supportclient service

Skills & requirements

Required

Client Relationship ManagementAdministrative DutiesMS Office SuiteCRMAttention To DetailCommunicationTeamworkOrganizationAnalytical Skills

Preferred

Wealth Management ExperienceEmoney Experience

Stack & domain

Client ServiceClient ImplementationClient Activities CoordinationAdministrative DutiesMS Office SuiteCRMEmoneyFinancial ControlsLearning OpportunitiesCompliancePractice ManagementRelationship BuildingClient RelationsAttention To DetailTeamworkCommunicationOrganizationAnalysis

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)