Senior Client Service Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and nurture client relationships with the goal of enhancing client retention.

• Oversee the onboarding process for new clients.

• Coordinate and manage client activities alongside other team members.

• Keep client paper files and digital data organized and up to date.

• Gather and compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees, and consulting fees.

• Carry out daily administrative tasks in the office, including scheduling appointments, marketing, managing accounts payable and receivable, and providing support to the receptionist as needed.

• Engage in client meetings and assist with follow-up action items post-meeting.

• Gain an understanding of clients’ overall business needs and identify additional services that Mariner can offer.

• Operate within a matrixed environment to support intricate client relationships.

• Review job-related activities for control measures to prevent errors, fraud, and financial misstatements.

• Mentor and train new client service associates when appropriate.

• Attend and take part in learning opportunities through meetings for client service associates and internal resources.

• Undertake other duties as assigned.

⛳️ Requirements

• High school diploma is required; a bachelor’s degree is preferred.

• At least 5 years of experience in client service or related business roles within the financial services industry.

• Experience in wealth management is preferred.

• Proven problem-solving skills and the ability to address issues independently.

• Strong proficiency in Microsoft Office Suite.

• Familiarity with CRM systems such as Salesforce or Redtail.

• Experience with eMoney is an advantage.

• A positive attitude towards client relations.

• Capacity to manage multiple tasks with meticulous attention to detail.

• Excellent verbal and written communication abilities.

• Highly organized with strong analytical capabilities.

• Ability to thrive in a team-oriented environment.

🏝️ Benefits

• Opportunity to participate in an incentive program.

• Additional compensation and/or benefits may be available.

• Opportunities for career progression.

• Support for professional growth.

• Opportunities for community involvement.

• An innovative workplace environment.

• Emphasis on work-life balance.