Client Service Associate
3 weeks ago
Overview:
If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.
The client service associate is a critical part of the Mariner 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 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
Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.
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.EOE M/F/D/V
LI-MK1
**_
-
Associate Facilities Manager
3 weeks ago
Oakbrook Terrace, United States Mid-America Asset Management, Inc. Full timeJob DescriptionJob DescriptionJOB DESCRIPTION:Mid-America Asset Management is seeking an Associate Facilities Manager for our retail client portfolio. The primary goal of the Associate Facilities Manager is to provide exceptional portfolio and store level management and analysis of our client’s assets. You will be responsible for oversight of all...
-
Criminal Litigation Attorney
4 weeks ago
Oakbrook Terrace, United States Criminal Defense Law Firm Oak Brook, IL Full timeJob DescriptionJob DescriptionCriminal Litigation Attorney - Associate-Full-time position.-$70,000 to $90,000 salary.-Includes health insurance.-We have a hard-working, friendly, and supportive environment.-At least 2 years of prior experience in criminal law is required. Former prosecutors, public defenders, and criminal defense attorneys are...
-
Team Lead
2 weeks ago
Oakbrook Terrace, United States The Joint Commission Full timeOverview GENERAL SUMMARY: The Team Lead for Standards Interpretation Group will assist the Senior Director of Standards Interpretation and Senior Associate Director of Standards Interpretation Group in the support of daily operations for the department. In addition to performing daily operations tasks of Associate Directors, they will be responsible for...
-
Senior Database Specialist
2 weeks ago
Oakbrook Terrace, United States Robert Half Full timeWe are committed to delivering innovative solutions to our clients. We pride ourselves on our dedication to excellence and our commitment to fostering a collaborative and supportive work environment.Position Overview:We are seeking a highly skilled and experienced Senior Database Developer to join our dynamic team. The ideal candidate will have a strong...
-
Senior Database Specialist
2 weeks ago
Oakbrook Terrace, United States Robert Half Full timeWe are committed to delivering innovative solutions to our clients. We pride ourselves on our dedication to excellence and our commitment to fostering a collaborative and supportive work environment.Position Overview:We are seeking a highly skilled and experienced Senior Database Developer to join our dynamic team. The ideal candidate will have a strong...
-
Purchasing Assistant
1 week ago
Oakbrook Terrace, United States BGSF Full timeJob description:Our client in the healthcare industry is seeking a Purchasing Assistant to join their team on contract-to-hire basis (4-6+ months contract duration). This is a hybrid role located in Oakbrook. Under direct supervision and according to established guidelines and procedures, processes purchase orders and provides general assistance to employees...
-
Purchasing Assistant
3 days ago
Oakbrook Terrace, United States BGSF Full timeJob description:Our client in the healthcare industry is seeking a Purchasing Assistant to join their team on contract-to-hire basis (4-6+ months contract duration). This is a hybrid role located in Oakbrook. Under direct supervision and according to established guidelines and procedures, processes purchase orders and provides general assistance to employees...
-
Purchasing Assistant
1 week ago
Oakbrook Terrace, United States BGSF Full timeJob description:Our client in the healthcare industry is seeking a Purchasing Assistant to join their team on contract-to-hire basis (4-6+ months contract duration). This is a hybrid role located in Oakbrook. Under direct supervision and according to established guidelines and procedures, processes purchase orders and provides general assistance to employees...
-
Customer Success Manager
4 days ago
Oakbrook Terrace, United States Community Brands Full timeOverview: We are seeking a Customer Success Manager to join our growing team in our Oakbrook Terrace, Il. office! **Position Overview**GiveSmart** Responsibilities & Qualifications: **A Day in the Life** - Develop and maintain strong client relationship throughout the customer lifecycle - Continuous learning mindset - (platform and tools) to become the...
-
Senior Relocation Consultant
1 week ago
Oakbrook Terrace, United States SIRVA, Inc. Full timeThe Sr. Relocation Consultant provides essential support to SIRVAs corporate clients in managing the designated clients personnel who are relocating for a job assignment. The Sr. Relocation Consultant is responsible for the daily service delivery o Consultant, Senior, Technology, Property Management, Skills, Moving
-
Stylist
4 weeks ago
Oakbrook Terrace, Illinois, United States Life Time Full time.Position Summary The Hair Assistant responsibilities include performing shampoo and conditioning treatments, sanitizing, maintaining cleanliness of salon areas and equipment, laundry, and providing a comfortable experience for clients.Job Duties and Responsibilities Shampooing and conditioning clients Blow-drying clients (when necessary) Sweeping salon...
-
Oakbrook Terrace, United States Leman U S A Full timeWe are seeking a talented and motivated individual to join our rapidly growing team. From Denmark to China, Vietnam to Mexico, we employ over 800 talented and dedicated people. Established in 1900, LEMAN is a forward-thinking, value-driven, and people-centric organization. We endeavor to lead a culture of quality and collaboration, where everyone feels...
-
Associate Customer Supply Chain Consultant
2 weeks ago
Oakbrook Terrace, Illinois, United States Bosch Group Full timeJob Description The Associate Customer Supply Chain Consultant has ownership for securing customer satisfaction by securing both operational and logistical excellence for their respective customers, in the Automotive Industry. This role will require the customer analyst to communicate and cooperate within a cross-functional environment. The customer analyst...
-
Director, Building
1 week ago
Oakbrook Terrace, United States The Joint Commission Full timeOverview Responsible for the overall planning & sustainable design, construction, maintenance, budget, and efficient operation of all equipment and facility support operations within the corporate office. Strategic focus on developing and implementing short- and long-term plans to reduce, reuse, and recycle resources to create a more energy-efficient...
-
System Administrator
4 weeks ago
Oakbrook Terrace, United States AIS, Inc Full timeJob DescriptionJob DescriptionConsulting or experience with a Managed Service Provider is a major plusThe System Administrator is considered a subject matter expert in Windows Server technology. This position will be responsible for designing, implementing, and maintaining multiple client environments. Environments can range from small to enterprise level....
-
Senior Graphic Designer
1 week ago
Oakbrook Terrace, United States Mid-America Asset Management, Inc. Full timeJob DescriptionJob DescriptionJob title: Senior Graphic DesignerCompany Description:Mid-America Real Estate Group is the largest, full service, retail real estate organization in the Midwest. The company is headquartered in Oakbrook Terrace with additional offices in Chicago, Milwaukee, Minneapolis and Detroit. Mid-America is the market expert in every...
-
Server Administrator
4 days ago
Oakbrook Terrace, United States AIS, Inc. Full timeThe System Administrator is considered a subject matter expert in Windows Server technology. This position will be responsible for designing, implementing, and maintaining multiple client environments. Environments can range from small to enterprise level. The System Administrator will act as the primary resource for server/desktop ticket escalations as well...
-
Server Administrator
1 week ago
Oakbrook Terrace, United States AIS, Inc. Full timeThe System Administrator is considered a subject matter expert in Windows Server technology. This position will be responsible for designing, implementing, and maintaining multiple client environments. Environments can range from small to enterprise level. The System Administrator will act as the primary resource for server/desktop ticket escalations as well...
-
Server Administrator
1 month ago
Oakbrook Terrace, United States AIS, Inc. Full timeThe System Administrator is considered a subject matter expert in Windows Server technology. This position will be responsible for designing, implementing, and maintaining multiple client environments. Environments can range from small to enterprise level. The System Administrator will act as the primary resource for server/desktop ticket escalations as well...
-
Server Administrator
4 weeks ago
Oakbrook Terrace, United States AIS, Inc. Full timeThe System Administrator is considered a subject matter expert in Windows Server technology. This position will be responsible for designing, implementing, and maintaining multiple client environments. Environments can range from small to enterprise level. The System Administrator will act as the primary resource for server/desktop ticket escalations as well...