Hiring: Client Service Associate Company: Mariner Location: Brentwood, MO Job Posted Time: 2026-09-03 14:27:37 Employment Type: Internship Target Skills & Keywords : Microsoft Office, Salesforce, Wealth Management About the job Required Skills: •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 •Lead and oversee 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 Qualifications: •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 •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 •By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!