Mariner Holdings

  • Client Service Manager

    Job Location(s) US-NE-Omaha
    Posted Date 4 days ago(6/13/2018 3:47 PM)
    Entity
    MWAOM - Mariner Wealth Advisors - Omaha
    # of Openings
    1
    Category
    Wealth Management
    Job Closing Date
    9/17/2018
  • Overview

    Mariner Wealth Advisors is a national wealth advisory firm.  Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.  Simply put, we exist to be advocates.  We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.

     

    We are currently searching for qualified candidates to join our organization as a Client Service Manager in our Omaha, NE office.  The Client Service Manager is responsible for managing the administration of client services as it pertains to client interaction and management of accounts. 

    Responsibilities

    • Manage new client implementation process
    • Build and maintain client relationships aimed at client retention
    • Coordinate and direct client activities with other team members and assist as necessary
    • Maintain up-to-date familiarity of industry trends that affect the investment market
    • Manage special requests or projects as directed by Wealth Advisor team
    • Adhere to ethics and associate code of conduct policies and, as appropriate, communicate the same to team members
    • Perform other duties as assigned

    Qualifications

    • Bachelor’s degree, preferred
    • Two or more years of related work experience in financial services and high net worth client service or equivalent experience
    • Has positive attitude, with an exceptional client service demeanor
    • Ability to manage a team and build a strong rapport with team members
    • Strong verbal and written communication skills
    • The ability to manage multiple tasks and maintain the necessary attention to detail
    • Ability to organize time and perform tasks with minimal direction
    • Highly organized with strong analytical and problem solving skills
    • Strong PC proficiency required, experience with Salesforce and Orion Advisor Services preferred

     

    We welcome your interest in being a part of the Mariner team.   We offer our associates an innovative and challenging place to work with camaraderie and teamwork.  We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition. 

     

    EOE/M/F/D/V

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