Client Service Associate

Mariner Advisor Network is recruiting for a Client Service Associate to join Connect Wealth in Annapolis, MD. This position will work primarily in the office and therefore candidate will need to be local from the Annapolis, MD area.

Connect Wealth is dedicated to helping clients simplify their financial lives to focus on what truly matters. Authenticity, trust, and teamwork are their core values, guiding their commitment to transparent and ethical financial practices. Connect Wealth focuses on building lasting relationships with empathy and loyalty, ensuring financial well-being for all. Mariner Advisor Network serves as a strategic partner to Connect Wealth.

The Client Service Associate is a full-time position that will be instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, and managing a diversity of financial and administrative tasks, then this opportunity is for you. The ideal candidate will be professional, compassionate, and consistently provide the highest standard of client service.

Responsibilities

• Build and maintain client relationships aimed at client retention; Oversee the new client implementation process, coordinate and guide client activities with team members, and provide assistance as needed.
• Maintain client paper files and electronic data files in a timely manner.
• 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 advisors as needed.
• Manage and execute client money movement transactions as assigned.
• 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.
• Oversee office operational projects on an as needed basis.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree preferred.
• A min of one year of relevant experience.
• Financial services experience or applicable internship experience.
• Wealth management experience a plus.

Skills and Knowledge

• Strong PC proficiency with MS Office Suite.
• 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.
• Collaborative team player who actively contributes to team success.
• Strong organizational and analytical skills.
• Ability to multitask in a fast-paced environment.
• Highly organized with strong analytical and problem-solving skills.
• Interest in financial planning and client service.
• Able to work in a team environment.

Connect Wealth provides training and resources to support your success in the role. They also offer great career advancement opportunities along with a competitive compensation and benefits package.

EOE M /F/D/V