{"id":3286298,"url":"https://alion.io/job/mariner-client-service-associate-6","title":"Client Service Associate","company":{"id":716183,"name":"Mariner","domain":"marinerwealthadvisors.com","url":"https://alion.io/company/marinerwealthadvisors","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"B","score":75,"open_postings":10,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":28,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Danville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":65000,"max":85000,"currency":"USD","period":"year","gross":null,"usd_annual":85000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-10-26T18:27:14Z","employer_posted_date":"2026-10-26","last_verified_at":"2026-10-30T15:38:54Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"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.\nResponsibilities\nBuild 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\n\nMaintain 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\n\nResponsible 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\n\nUnderstand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide\n\nReview activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results\n\nAttend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.\n\nPerform other duties as assigned\n\nQualifications\nHigh school diploma required; bachelor’s degree preferred\n\nFinancial services experience or applicable internship experience\n\nWealth management experience a plus\n\nSkills and Knowledge\nStrong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)\n\nExperience with eMoney a plus\n\nPositive attitude toward client relations to provide exceptional, proactive client service\n\nDemonstrated ability to manage multiple tasks and maintain the necessary attention to detail\n\nStrong verbal and written communication skills are essential to effective client relationships\n\nHighly organized with strong analytical skills\n\nAble to work in a team environment\n\nWe 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.\nBy submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.\nEOE M/F/D/V","description_format":"text","description_chars":3024,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-10-26T18:32:02Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 1","filings_12m":1,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":122500,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":66,"band":"ok","label":"Likely open","p_open":1,"p_active":0.662,"p_room":1,"age_days":3,"expected_fill_days":28,"reasons":["conf:3","stale_co","wave","win:early"],"computed_at":"2026-10-30T05:48:23Z"},"pay":{"stated_usd_annual":85000,"is_top_pay":true},"html_url":"https://alion.io/job/mariner-client-service-associate-6","json_url":"https://alion.io/job/mariner-client-service-associate-6.json","meta":{"generated_at":"2026-10-30T20:01:58Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":9752,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-31T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":716183},"rest":"https://alion.io/mcp/rest/get_company?id=716183"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmariner-client-service-associate-6"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmariner-client-service-associate-6"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmariner-client-service-associate-6"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/mariner-client-service-associate-6\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmariner-client-service-associate-6"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3286298}},{"tool":"search_jobs","arguments":{"company":"marinerwealthadvisors.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3286298},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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