Qureos Mentor

Mariner Wealth Advisors

<div>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&rsquo;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&rsquo;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
LPL Financial/Client Works experience
 
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. 
 
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $60,000.00/year to $85,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. 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.
 
 
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Client Service Associate, Independent Advisors

Join Mariner Wealth Advisors and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Mariner Wealth Advisors

ABOUT_COMPANY

Client Service Associate, Independent Advisors