Client Success Advocate, Wealth Management

Mariner Wealth Advisors; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 45.000 - 70.000; Vollzeit

Zusammenfassung

Mariner Wealth Advisors seeks a Client Service Associate to deliver exceptional client service and support the team in Pittsburgh. You will manage client relationships, coordinate tasks, and maintain accurate records while ensuring a positive client experience.

The role emphasizes attention to detail, teamwork, and proactive communication, with opportunities to grow within a fast‑growing wealth management firm.

Qualifikationen

• High school diploma required; bachelor’s degree preferred.

Aufgaben

• Build and maintain client relationships and assist with client onboarding and coordination.
• Maintain client paper and electronic files; compile quarterly asset values and invoicing details.
• Handle day-to-day office admin tasks including scheduling, marketing support, payables/receivables.

Kenntnisse

MS Office

Salesforce CRM

Redtail CRM

eMoney

Client relations

Communication

Attention to detail

Teamwork

Organizational skills

Ausbildung

High school diploma

Bachelor’s degree preferred

Tools

MS Office Suite

CRM (Salesforce, Redtail)

eMoney

Jobbeschreibung

Mariner Wealth Advisors seeks a Client Service Associate to deliver exceptional client service and support the team in Pittsburgh. You will manage client relationships, coordinate tasks, and maintain accurate records while ensuring a positive client experience.

The role emphasizes attention to detail, teamwork, and proactive communication, with opportunities to grow within a fast‑growing wealth management firm.