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Client Service Associate
- West Des Moines, Iowa, United States
- West Des Moines, Iowa, United States
Über
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 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 neededUnderstand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provideReview activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial resultsAttend 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 preferredFinancial services experience or applicable internship experienceWealth management experience a plus
Skills and Knowledge
Strong 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 environment
#LI-SU1
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.
EOE M/F/D/V
Sprachkenntnisse
- English
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