Client Services Concierge - Wealth Management

Mariner; Danville (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Mariner Wealth Advisors is seeking a Client Service Associate in California to deliver exceptional client service and support. This role focuses on building client relationships, coordinating onboarding, and handling daily administrative tasks to ensure accurate and timely service.

The successful candidate will be detail-oriented, professional, and capable of managing multiple tasks in a team-oriented environment while contributing to a culture of client care and continuous improvement.

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; 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

Skills

MS Office Suite / CRM

eMoney

Client relations

Multitasking

Verbal & written communication

Organization & analytics

Teamwork

Education

High school diploma or equivalent

Tools

MS Office Suite

CRM (Salesforce, Redtail)

Job description

Mariner Wealth Advisors is seeking a Client Service Associate in California to deliver exceptional client service and support. This role focuses on building client relationships, coordinating onboarding, and handling daily administrative tasks to ensure accurate and timely service.

The successful candidate will be detail-oriented, professional, and capable of managing multiple tasks in a team-oriented environment while contributing to a culture of client care and continuous improvement.