Client Service Associate - Wealth Management Firm

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Client Service Associate - Mariner Wealth Advisors

The first voice clients hear. The person who keeps the practice running.

If you like building real relationships, juggling a dozen things at once without losing track, and being the reason a client walks away saying "they really took care of me" - this is your role.

What you'll do
- Build and keep client relationships - own the new-client onboarding process and coordinate with the advisor team
- Manage paper and electronic files; compile quarterly asset values for billing, journals, transfers, invoices, and fees
- Run the day-to-day office work - appointments, marketing support, AP/AR, reception backup
- Spot opportunities where Mariner can add more value for a client and surface them to the advisor
- Keep controls clean - review your scope to prevent errors and reporting issues
- Show up to client service meetings and stay current on compliance and practice management


What we're looking for
- High school diploma required; bachelor's preferred
- Financial services experience or a relevant internship
- Wealth management exposure is a plus
- Solid MS Office + CRM skills (Salesforce, Redtail); eMoney experience is a bonus
- Genuinely organized multiple priorities, tight attention to detail, real follow-through
- Strong written and verbal communication; team-first mindset

Why Mariner
Progressive opportunities, professional growth, and a culture that values the people who hold the practice together.

Apply Here