Client Service Associate

Mariner Wealth Advisors; Omaha (NE); On-site; USD 45,000 - 65,000; Full time

Job summary

Mariner Wealth Advisors in Omaha, NE seeks a Client Service Associate to deliver exceptional client service and care. You will be one of the first contacts for clients, helping ensure a positive experience that exceeds expectations and supports the growth of the team.

The role focuses on building relationships, managing a diverse workload, and maintaining accuracy in files and data while supporting onboarding and daily operations with a client-first mindset.

Qualifications

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

Responsibilities

• Build and maintain client relationships aimed at client retention; coordinate client activities with team members.
• Maintain client files and compile data for billing, journals, transfers, invoicing, and fees.
• Handle day-to-day admin duties: scheduling, marketing, AP/AR, and receptionist support.
• Identify value-added services for clients based on business needs.
• Review activities to prevent errors and ensure controls.
• Participate in meetings and internal training opportunities.

Skills

MS Office Suite

CRM experience

Client relations

Attention to detail

Verbal and written communication

Teamwork

Analytical skills

Education

High school diploma

Bachelor’s degree preferred

Financial services internship

Tools

eMoney

Job description

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.

Responsibilities

• Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
• Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
• Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
• Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
• Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
• Perform other duties as assigned

Qualifications

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

Skills and Knowledge

• Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
• Experience with eMoney a plus
• Positive attitude toward client relations to provide exceptional, proactive client service
• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
• Strong verbal and written communication skills are essential to effective client relationships
• Highly organized with strong analytical skills
• Able to work in a team environment

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V