Senior Client Service Associate Job Description Template
Our company is looking for a Senior Client Service Associate to join our team.
Responsibilities:
- Track client cost basis;
- Review activities within the job scope for sufficient controls to prevent errors and misstatements of financial results;
- Monitor all activities for evidence of fraud;
- Responsible for the day-to-day administrative duties of the office, including but not limited to: marketing, accounts payables, and receivables;
- Understands the client’s organization and procedures;
- Maintain up-to-date familiarity of industry trends that affect the investment market;
- Performs other duties as assigned;
- Manage new client implementation process;
- 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;
- Coordinate and schedule appointments;
- Coordinate and direct client activities with other team members and assist as necessary;
- Compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees, and collection consulting fees;
- Adhere to ethics and employee code of conduct policies and, as appropriate, communicate the same to subordinates;
- Build and maintain client relationships aimed at client retention.
Requirements:
- High School Diploma, GED or equivalent certification;
- Bachelor’s Degree or Military Experience.