Client Experience Lead - Wealth Management

Mariner; United States; On-site; USD 80,000 - 100,000; Full time

Job summary

Mariner is seeking a Senior Client Service Associate to deliver outstanding client service, manage a variety of tasks, and lead within a growing team. You will be the first client contact, focused on positive experiences and strong relationship building.

Responsibilities include onboarding new clients, maintaining records, supporting administrative tasks, and identifying value-added services for clients. A wealth management background is preferred, with a dedication to accuracy and client care.

Qualifications

• Minimum 5+ years of client service experience in financial services.
• Wealth management experience preferred.
• High school diploma required; bachelor's degree preferred.

Responsibilities

• Build and maintain client relationships to support retention and onboarding.
• Manage client records and quarterly asset values for billing and fees.
• Handle day-to-day office administration and scheduling; support reception.
• Participate in client meetings and follow up on action items.
• Identify value-added services for clients and assist cross-functionally.

Skills

Relationship building

Problem solving

Communication

multitasking

Detail orientation

Education

High school diploma

Bachelor's degree preferred

Tools

CRM (Salesforce, Redtail)

MS Office

eMoney

Job description

Mariner is seeking a Senior Client Service Associate to deliver outstanding client service, manage a variety of tasks, and lead within a growing team. You will be the first client contact, focused on positive experiences and strong relationship building.

Responsibilities include onboarding new clients, maintaining records, supporting administrative tasks, and identifying value-added services for clients. A wealth management background is preferred, with a dedication to accuracy and client care.