Jennifer Hauser

Background

About Jennifer Hauser

Manage new client implementation process • Build and maintain client relationships aimed at client retention • Coordinate and direct client activities with other team members and assist as necessary • Maintain up-to-date familiarity of industry trends that affect the investment market • Understands the client’s organization and procedures • Understand the client’s overall business needs and identify value-added services that Mariner Wealth Advisors can provide • 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 • Track client cost basis • Coordinate and schedule appointments • Responsible for the day-to-day administrative duties of the office, including but not limited to: marketing, accounts payables, and receivables • Adhere to ethics and employee code of conduct policies and, as appropriate, communicate the same to subordinates • Monitor all activities for evidence of fraud • Review activities within the job scope for sufficient controls to prevent errors and misstatements of financial results • Perform other duties as assigned