Client Services Associate responsible for KYC due diligence and compliance checks for clients at Vistra. Collaborating with the team to maintain relationships and streamline processes.
About the role
- Client Service Associate managing client relationships at Mariner Wealth Advisors. Responsible for administrative duties and ensuring client satisfaction through effective service delivery.
Responsibilities
- Build and maintain client relationships aimed at client retention
- Manage new client implementation process
- Coordinate and direct client activities with other team members
- 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
- Understand the client’s overall business needs and help identify value-added services
- 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
Requirements
- 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
Benefits
- We believe in giving associates progressive opportunities
- Actively nurturing professional growth
- Giving back to the community
- Innovative workplace
- Culture that fosters camaraderie, teamwork and work-life balance
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