Client Service Associate
Jobr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service. 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 Qualifications High school diploma required; bachelor’s degree preferred Financial services experience or applicable internship experience Wealth management experience a plus Skills and Knowledge Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) Experience with eMoney a plus 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 #J-18808-Ljbffr
$120.97k
.... Job Description *** This position can be based in any of our CDM Smith offices *** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background to help further accelerate the growth of our Industrial business...SuggestedTemporary workH1b$40k - $60k
...this role, you will be responsible for building and maintaining a client base, educating customers on insurance products, and driving... ...long-term relationships with clients by providing exceptional service and follow-up • Process applications, policy changes, renewals...SuggestedFull timeFor contractors$120.97k
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$17 - $18.9 per hour
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$15 - $18 per hour
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...consumer insights. We help connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences.Role Overview:We are welcoming participants from all backgrounds, including anyone looking for...Part timeCasual workRemote workFlexible hours- ...delivering tailored solutions to meet the diverse needs of our clients. With a commitment to excellence and a focus on innovation, we... ...solutions to simple requests. You will apply the latest customer service techniques and learn our account management systems while...Hourly payFull timeContract workTemporary workPart timeCasual workWork at officeLocal areaRemote workWork from homeShift work
$13 - $16 per hour
Ace Hardware Cashiers and Customer Service Associates assist customers with purchases, operate the register, help customers locate tools and hardware items, answer basic home improvement questions, restock shelves, organize merchandise, and help maintain store cleanliness...Hourly payFull timeFlexible hours
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