Client Service Associate

Client Service Associate – Overview

The Client Service Associate at Mariner plays a key role in building and maintaining client relationships, coordinating new client implementation, and providing day‑to‑day administrative support to ensure client satisfaction and operational efficiency.

• Build and maintain client PWM relationships aimed at retention and manage the new client implementation process, coordinating and directing client activities with other team members.
• Maintain client paper files and electronic data files, compiling quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees.
• Execute day‑to‑day administrative duties including coordinating/scheduling appointments, marketing, accounts payable/receivable, and supporting the receptionist as needed.
• Identify value‑added services that Mariner Wealth Advisors can provide by understanding the client’s overall business needs.
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results.
• Participate in learning opportunities through client service associate meetings and internal resources made available through compliance and practice management, etc.
• Perform other duties as assigned.

• High school diploma required; bachelor’s degree preferred.
• Financial services experience or applicable internship experience.
• Wealth management experience is a plus.

• Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.).
• Experience with eMoney is a plus.
• 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 essential to effective client relationships.
• Highly organized watoto strong analytical skills.
• Able to work in a team environment.

The base pay for this position across all U.S. geographic markets ranges from $47,000.00/year to $78,000.00/year. Pay is based on a number of factors, including geographic location, and may vary depending on job‑related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Roles may also be eligible for additional compensation and/or benefits.

EOEიანი M/F/D/V.