Client Service Associate

Mariner Wealth Advisors is a trusted and rapidly growing financial services firm dedicated to helping clients achieve their financial goals through comprehensive wealth management solutions. With a commitment to delivering personalized investment advice, retirement planning, estate planning, and tax strategies, Mariner Wealth Advisors has established itself as a leader in the wealth management industry. The firm prides itself on maintaining a client-centered approach, fostering long-lasting relationships built on trust, integrity, and professional excellence. Mariner Wealth Advisors operates with a collaborative team environment and an innovative workplace culture that promotes both professional development and work-life balance. The company values diversity and inclusivity, ensuring every team member has the support needed to reach their career aspirations while contributing meaningfully to the community.

The Client Service Associate plays a pivotal role within Mariner Wealth Advisors, serving as a primary point of contact for clients and delivering exceptional client service that exceeds expectations. This position is integral to managing and nurturing client relationships, facilitating administrative operations, and supporting the firm's broader mission of providing outstanding wealth advisory services. The ideal candidate is highly organized, detail-oriented, and capable of managing a diversity of tasks in a fast-paced environment. They will work closely with other team members to ensure that the client experience is smooth and comprehensive from initial contact through ongoing service.

In this hybrid role, the Client Service Associate is responsible for building and sustaining client relationships aimed at retention, coordinating new client implementation, managing client documentation both electronically and physically, and handling billing, invoicing, and fee collections with accuracy. Additionally, the associate supports day-to-day administrative responsibilities such as scheduling appointments, managing accounts payable and receivable, and assisting the receptionist when needed. A key focus of this position is to understand each client’s unique business needs and collaborate with the team to identify value-added services that align with those goals. With a proactive attitude toward client relations, the associate contributes to a high-performance team aiming to uphold the firm's reputation for excellence.

This role requires participation in ongoing learning and development opportunities through internal resources and client service meetings, emphasizing continuous improvement and compliance. Mariner Wealth Advisors encourages its associates not only to excel in their immediate roles but also to grow professionally through progressive opportunities and supportive mentorship. Candidates who thrive in a collaborative environment and demonstrate strong communication skills, PC proficiency, and financial services experience will find this position rewarding and impactful. The Client Service Associate is a career-enhancing role for individuals passionate about delivering trusted client care within a respected wealth advisory firm.