Client Service Associate at Mariner in San Jose, CA

Summary: Mariner Wealth Advisors is a firm dedicated to providing extraordinary client service and care. The Client Service Associate plays a critical role in building and maintaining client relationships, managing administrative duties, and ensuring a positive client experience. 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’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 Required Qualifications: - High school diploma required - Financial services experience or applicable internship experience - Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) - Positive attitude toward client relations to provide exceptional, proactive client service - 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 Preferred Qualifications: - Bachelor's degree preferred - Wealth management experience a plus - Experience with eMoney a plus Required Skills: Financial services experience, Wealth management experience, MS Office Suite proficiency Important Skills: CRM experience, eMoney experience Nice-to-Have Skills: Positive client relations, Analytical skills Benefits: 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., 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.