About Mariner Finance
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Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Baltimore, MD, US
Year founded
2002
Mariner Finance rating
7.6
Based on 22 frontline employees who took The Breakroom Quiz
Job description
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
We welcome your interest in being a part of our firm. 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.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
EOE M/F/D/V
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
- High school diploma required; bachelor's degree preferred
- Financial services experience or applicable internship experience
- Wealth management experience a plus
- 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
We welcome your interest in being a part of our firm. 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.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
EOE M/F/D/V
What Mariner Finance employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
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Frequently asked questions
Q: What skills or qualities help someone succeed as a Customer Service Associate?
A: To succeed as a Customer Service Associate, key technical skills include proficiency in communication tools, such as phone systems and customer relationship management software, as well as knowledge of product or service offerings. Essential soft skills include empathy, active listening, and problem-solving abilities, which enable associates to effectively resolve customer complaints and provide personalized support. By combining these technical and soft skills, customer service associates can build strong relationships with customers, drive customer satisfaction, and contribute to long-term business growth.
Q: What is the career path for a Customer Service Associate?
A: A Customer Service Associate typically starts as an entry-level representative, handling customer inquiries and resolving issues, before progressing to mid-level roles such as Customer Service Team Lead or Quality Assurance Specialist, where they oversee team performance and implement process improvements. As they gain experience, they can move into senior roles like Customer Experience Manager or Operations Manager, focusing on strategic planning and team leadership. With continued skill development in areas like communication, problem-solving, and leadership, a Customer Service Associate can pursue long-term career prospects in management, training, or specialized fields like customer success or account management.
