Client Experience Associate - Wealth Management

Mariner; Omaha (NE); On-site; USD 40,000 - 60,000; Full time

Job summary

Mariner Wealth Advisors in Omaha seeks a Client Service Associate to deliver exceptional client service. This role is critical in managing relationships and supporting clients with a focus on retention and satisfaction.

The ideal candidate will have a high school diploma, preferably a bachelor’s, and relevant financial services experience. Responsibilities include maintaining client files, managing appointments, and assisting in the implementation process. Strong communication skills and a positive attitude are essential.

Qualifications

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

Responsibilities

• Build and maintain client relationships aimed at client retention.
• Maintain client paper files and electronic data files.
• Responsible for day-to-day administrative duties of the office.
• Understand clients’ overall business needs.
• Review activities for sufficient controls to prevent errors.
• Attend client service associate meetings and training.
• Perform other duties as assigned.

Skills

Strong PC proficiency with MS Office Suite

CRM experience (Salesforce, Redtail)

Positive attitude toward client relations

Ability to manage multiple tasks

Strong verbal and written communication skills

Highly organized with strong analytical skills

Ability to work in a team environment

Education

High school diploma

Bachelor’s degree preferred

Tools

eMoney

Job description

Mariner Wealth Advisors in Omaha seeks a Client Service Associate to deliver exceptional client service. This role is critical in managing relationships and supporting clients with a focus on retention and satisfaction.

The ideal candidate will have a high school diploma, preferably a bachelor’s, and relevant financial services experience. Responsibilities include maintaining client files, managing appointments, and assisting in the implementation process. Strong communication skills and a positive attitude are essential.