Client Experience Associate, Wealth Management

Mariner; Brentwood (MO); On-site; USD 42,000 - 65,000; Full time

Job summary

Mariner Wealth Advisors is seeking a Client Service Associate to deliver exceptional client care and support. You will be the first point of contact, building strong relationships, managing multiple tasks, and ensuring a positive client experience that aligns with the firm’s standards.

The role emphasizes accuracy, teamwork, and proactive service across client onboarding, administrative duties, and collaboration with advisors to identify value-added services.

Qualifications

• High school diploma required; bachelor’s degree preferred.
• Financial services experience or internship experience is advantageous.

Responsibilities

• Build and maintain client relationships to improve retention; coordinate new client implementations with team.
• Maintain client files (paper and electronic) and prepare quarterly asset values for billing, transfers, invoicing, and related fees.
• Handle day-to-day office administration: scheduling, marketing support, payables/receivables, and receptionist assistance.
• Identify value-added services for clients based on their business needs and Mariner Wealth Advisors offerings.
• Review activities for controls to prevent errors, fraud, and misstatements of financial results.
• Attend client service associate meetings and training through compliance and practice management resources.
• Perform other duties as assigned.

Skills

MS Office

CRM

Communication

Attention to detail

Teamwork

Analytical

Education

High school diploma

Bachelor’s degree preferred

Tools

Salesforce

Redtail

eMoney

Job description

Mariner Wealth Advisors is seeking a Client Service Associate to deliver exceptional client care and support. You will be the first point of contact, building strong relationships, managing multiple tasks, and ensuring a positive client experience that aligns with the firm’s standards.

The role emphasizes accuracy, teamwork, and proactive service across client onboarding, administrative duties, and collaboration with advisors to identify value-added services.