Tigard, Oregon, United States · On-site
$70k–$85k/yr
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 servi…
Skills: Client Relationship Management, MS Office Suite, CRM, Salesforce, Redtail
Tailored Brands, Inc.Tigard, Oregon, United States · On-site
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Beaverton, Oregon, United States · On-site
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Tigard, Oregon, United States · On-site
$22/hr–$24/hr
Description THE COMPANY Cogir Senior Living, based in Scottsdale, Arizona, proudly oversees a network of senior living communities spanning 11 states nationwide. As a trusted leader in senior housing, we are dedicated to…
Skills: Medication Administration, Direct Patient Care, Documentation, Inventory Management, Activities Of Daily Living
Tigard, Oregon, United States · On-site
$20/hr–$22/hr
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Skills: Direct Patient Care, Activities Of Daily Living, Compassionate Care, Communication Skills, Teamwork
Tigard, Oregon, United States · Hybrid
$120k–$180k/yr
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Portland, Oregon, United States · On-site
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Beaverton, Oregon, United States · On-site
$110k–$164k/yr
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Tigard, Oregon, United States · On-site
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Tigard, Oregon, United States · On-site
$85k–$200k/yr
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Tigard, Oregon, United States · On-site
$65k–$150k/yr
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Skills: HVAC Installation, Residential HVAC, Problem Solving, Customer Service, Communication
Tigard, Oregon, United States · On-site
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Tigard, Oregon, United States · Hybrid
$65k–$100k/yr
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Skills: Account Management, Life & Health Insurance, Self Funding, Client Relationship Management, Carrier Underwriting
Tigard, Oregon, United States · On-site
$19/hr–$24/hr
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Skills: Behavior Intervention, Communication Training, Social Skills Training, Daily Living Skills Training, Patient Care
Tigard, Oregon, United States · On-site
$19/hr–$20/hr
We are looking for enthusiastic individuals to join our team as Behavior Technicians. As a Behavior Technician, you will have the opportunity to make a real difference in the lives of children with autism. In this role, …
Skills: Behavior Intervention, Communication Training, Social Skills Training, Daily Living Skills Training, Patience
Tigard, Oregon, United States · On-site
$19/hr–$20/hr
We are looking for enthusiastic individuals to join our team as Behavior Technicians. As a Behavior Technician, you will have the opportunity to make a real difference in the lives of children with autism. In this role, …
Skills: Behavior Intervention, Communication Training, Social Skills Training, Daily Living Skills Training, Patience
Tigard, Oregon, United States · On-site
$19/hr–$20/hr
We are looking for enthusiastic individuals to join our team as Behavior Technicians. As a Behavior Technician, you will have the opportunity to make a real difference in the lives of children with autism. In this role, …
Skills: Behavior Intervention, Communication Skills, Social Skills Training, Patience, Compassion
Tigard, Oregon, United States · On-site
$22/hr–$24/hr
Description THE COMPANY Cogir Senior Living, based in Scottsdale, Arizona, proudly oversees a network of senior living communities spanning 11 states nationwide. As a trusted leader in senior housing, we are dedicated to…
Skills: Medication Administration, Direct Resident Care, Documentation, Inventory Management, Activities Of Daily Living
Tigard, Oregon, United States · On-site
Dealership:L0238 Driveway Finance Corporation Driveway Finance Corporation | Customer Service Representative I Driveway Finance Corporation (DFC) is a modern automotive lender and part of the Lithia & Driveway (LAD) fami…
Skills: Customer Service, Data Entry, Troubleshooting, MS Office, Excel
Lake Oswego, Oregon, United States · On-site
$33/hr–$40/hr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Customer Service, Consultative Sales, Prospecting, Business Development, Financial Solutions
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The associate is responsible for delivering exceptional client service, managing new client implementation, and maintaining client records. They also handle day-to-day administrative duties including scheduling, billing, and office coordination.
A high school diploma is required, while a bachelor's degree and experience in financial or wealth management services are preferred. Proficiency in MS Office and CRM tools is essential for the role.
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
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
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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.
Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
Offices: 5700 W. 112th, Suite 200, Overland Park, KS 66211, US
