Client Services Manager driving client retention and revenue growth across high - priority accounts for a global digital media platform. Collaborating with various teams to optimize digital advertising solutions.
About the role
- Client Service Associate managing client relationships and administrative tasks for Mariner Wealth Advisors in West Des Moines. Focused on delivering exceptional service and supporting a growing team.
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
- Review activities within the job scope to prevent errors, fraud, and misstatements
- Attend and participate in learning opportunities through client service associate meetings
- Perform other duties as assigned
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
- Demonstrated ability to manage multiple tasks and maintain attention to detail
- Strong verbal and written communication skills is essential to effective client relationships
- Highly organized with strong analytical skills
- Able to work in a team environment
Benefits
- Health insurance
- Paid time off
- Flexible work arrangements
- Professional development opportunities
- Bonus eligibility
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