Client Service Associate

2 weeks ago

Sarasota, Florida, United States Mariner Careers Full time $47,000 - $78,000

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 

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.  
 
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $47,000.00/year to $78,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. 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. 
 
#LI-MK1

EOE M/F/D/V

  • Client Service Associate

    1 day ago

    Sarasota, Florida, United States Beacon Pointe Advisors Full time

    Job DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Sarasota, FL office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth...

  • Client Service Associate

    1 day ago

    Sarasota, Florida, United States Mariner Wealth Advisors Full time

    ResponsibilitiesBuild 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 necessaryMaintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers,...

  • Client Associate

    1 day ago

    Sarasota, Florida, United States UBS Full time

    United States - FloridaBusiness management, administration and support, Client advisory / Relationship managementGlobal Wealth ManagementJob Reference #333293BRCitySarasotaJob TypeFull TimeYour roleWe're looking for a Client Service Associate to: keep management systems up-to-date with client informationeducate clients on account services and...

  • Client Service Specialist

    2 weeks ago

    Sarasota, Florida, United States Cambria Wealth Management Full time

    Client Service Specialist (Wealth Management Firm – RIA)Location: Sarasota, FLJob Type: Full-TimeAbout UsCambria Wealth Management is an independent Registered Investment Advisor based in Sarasota, Florida, dedicated to providing personalized wealth management services to high-net-worth individuals and families. As a growing firm, we're building our...

  • Client Service/Office Manager

    1 day ago

    Sarasota, Florida, United States WesTax, Inc Full time

    Sarasota Tax Prep and IRS problem solving Company looking for a part time office manager. This job requires Client service, professionalism and integrity. It is primarily on location Monday through Friday 10a-4p. (a little flexibility but Monday, Tuesday & Thursday most important)Job Duties are as follows:PrimaryGreeting clients & guests in office and assist...

  • Associate Service Technician

    2 weeks ago

    Sarasota, Florida, United States Trimark USA Full time

    TriMark USA is the country's largest provider of design services, equipment, and supplies to the foodservice industry. We proudly serve our customers by providing design services, commercial equipment, and foodservice supplies across a wide range of industries and business sectors. Headquartered in Massachusetts, with a history dating back to 1896, we have...

  • Guest Service Associate

    2 weeks ago

    Sarasota, Florida, United States Aqua-Tots Swim School Full time

    Job descriptionAre you looking for a FUN and AMAZING place to work? Then look no further because Aqua Tots Swim Schools is where you want to be Aqua Tots is looking for a Guest Service Associate. Must be friendly, able to multitask, work with a team, work in a VERY fast paced environment, and love kidsLooking to fill position ASAP. Hiring process can take...

  • Financial Center Client Services Supervisor

    2 weeks ago

    Sarasota, Florida, United States LIBERTY SAVINGS BANK FSB Full time

    :Job Summary:Works with management to meet/exceed sales goals and provide superior service/support to the region bytraveling to various financial centers, opening new accounts, handling consumer loans, expanding customerrelationships and performing banking transactions. Provides leadership and mentors new Customer ServiceRepresentatives and is the supervisor...

  • Financial Center Client Services Supervisor

    1 day ago

    Sarasota, Florida, United States Liberty Savings Bank FSB Full time

    Job Summary:Works with management to meet/exceed sales goals and provide superior service/support to the region bytraveling to various financial centers, opening new accounts, handling consumer loans, expanding customer relationships and performing banking transactions. Provides leadership and mentors new Customer Service Representatives and is the...

  • Sales Associate

    1 day ago

    Sarasota, Florida, United States FGG Spas Full time

    Benefits:401(k)401(k) matchingCompetitive salaryDental insuranceEmployee discountsFlexible scheduleFree uniformsHealth insuranceOpportunity for advancementPaid time offTraining & developmentVision insurance Hand & Stone Sarasota located at  3800 S Tamiami Trl, Sarasota, FL 34239 is seeking sales professionals to join our team. Our ideal candidate is a...