Associate, DC Support Services

JOB DESCRIPTION

The Associate - DC Support Services is responsible for onboarding new clients and providing support to the defined contribution support services department while learning performance measurement, reporting and investment policy monitoring to become a DC Support Analyst.

• Gather and input plan assets by fund along with total assets under management
• Gather and input performance returns for proprietary stable value funds and custom holdings
• Onboarding and setup of new clients including internal systems setup and report creation
• Maintain client and plan data in CRM
• Generate DC retirement plan reporting on a monthly and/or quarterly basis
• Prepare client investment analysis and reviews
• Communicate with Advisors and Service team
• Prepare standard investment policy statement and monitor adherence to plan’s policy statement
• Prepare annual fee analysis
• Create and maintain plan highlights
• Prepare fee benchmarking to ensure competitive cost for value
• Attend recordkeeper calls with clients as scheduled
• Participate in group participant meetings to inform of plan changes
• Create participant enrollment videos using Venrollment for defined contribution clients
• Learn and develop the necessary skills to move into a DC Support Services Analyst role
• Other projects as requested by the Team Lead or Managing Director

• Bachelor’s degree
• CFA Investment Foundations Program required within 12 months of start date
• CPFA retirement plan designation within 24 months of start date

• 1 year of relevant professional experience preferred
• Familiarity with MS Office Suite, specifically MS Excel and MS Outlook
• Data entry experience with strong attention to detail
• Corporate retirement plan experience preferred
• Open to a variety of experience levels, experience with investments a plus

• Highly organized with strong analytical skills and attention to detail
• Positive attitude toward client relations to provide exceptional, proactive client service
• Strong verbal and written communication skills are essential to effective client relationships
• Displays the ability to be highly organized and flexible with multiple priorities and changing deadlines
• Ability to think critically and solve problems leveraging available resources
• Solid understanding of mathematical computations
• High level of aptitude for software systems and Microsoft Office. Specifically, Excel, Word, and Adobe/Foxit
• Desire to take initiative and add value to create a better client experience
• Willing to go above-and-beyond to build a lasting client relationship
• Ability to organize time and perform tasks with minimal direction
• Able to manage time effectively and multitask
• Able to work in a team environment
• Able to travel, if needed
• Deadline oriented

The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodation. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a PC, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10‑15 pounds.

Visual requirements include distant, close and color vision, and ability to adjust focus.

This job operates in an office setting, either at a home office, or a corporate office. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Up to 10%

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in‑house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many.

With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at  Mariner is committed to, and maintains, a drug‑free workplace.

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Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.