What are the responsibilities and job description for the Retirement Planning and Wealth Management Expert position at Mariner Advisor Network?
Responsibilities
- Act as the primary point of contact for clients, ensuring seamless and professional experiences.
- Understand client needs and provide thoughtful solutions.
- Communicate effectively with internal teams to coordinate client requests.
- Provide accurate information on services, policies, and updates.
- Maintain accurate and organized client records and documentation.
