Mariner Wealth Advisors

  • Client Service Associate

    Job Location(s) US-TX-Amarillo
    Posted Date 2 weeks ago(12/5/2018 11:23 AM)
    Entity
    MWAOK - Mariner Wealth Advisors - Oklahoma
    # of Openings
    2
    Category
    Wealth Management
    Job Closing Date
    1/15/2019
  • 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 hiring a Client Services Associate in our Amarillo, Texas office.  The Client Service Associate is responsible for the administration of client services as it pertains to client interaction and management of accounts.  This includes responsibility for the administrative duties for the assigned team.  

    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
    • Understands the client’s organization and procedures
    • Understand the client’s overall business needs and identify value-added services that Mariner Wealth Advisors can provide
    • 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
    • Track client cost basis
    • Coordinate and schedule appointments
    • Responsible for the day-to-day administrative duties of the office, including but not limited to: marketing, accounts payables, and receivables
    • Adhere to ethics and employee code of conduct policies and, as appropriate, communicate the same to subordinates
    • Monitor all activities for evidence of fraud
    • Review activities within the job scope for sufficient controls to prevent errors and misstatements of financial results
    • Perform other duties as assigned

    Qualifications

    • High school diploma required
    • Bachelor’s Degree preferred
    • Two or more years of related work experience in financial services and client service
    • Positive attitude toward client relations to provide exceptional client service
    • Strong verbal and written communication skills are essential to effective client relationships
    • Technical knowledge of investment industry to include contract provisions and renewal processing
    • 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 skills
    • Deadline oriented
    • Strong PC proficiency on various products including MS Office Suite, specifically MS Excel and MS Outlook
    • Able to manage time effectively and multi-task
    • Able to work in a team environment

     

    We welcome your interest in being a part of the Mariner Wealth Advisors 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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