Client Success Associate, Wealth Management

Mariner; Pittsburgh (Allegheny County); On-site; USD 42,000 - 64,000; Full time

Job summary

Mariner Wealth Advisors is seeking a Client Service Associate in Pittsburgh to deliver exceptional client service and care. You’ll be the first point of contact, building strong relationships while coordinating a range of client-related tasks.

A detail-oriented approach and professional demeanor are essential as you support advisors and clients alike. The role emphasizes proactive client service, accurate documentation, and collaboration within a growing team.

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; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees.
• Handle day-to-day administrative duties: scheduling appointments, marketing, accounts payables/receivables, supporting receptionist as needed.
• Understand client’s overall business needs and identify value-added services Mariner Wealth Advisors can provide.
• Review activities within job scope for controls to prevent errors, fraud and misstatements of financial results.
• Attend and participate in client service associate meetings and internal resources via compliance, practice management, etc.
• Perform other duties as assigned

Skills

Client relations

Attention to detail

Communication

Teamwork

Analytical skills

Organization

Education

High school diploma

Bachelor’s degree preferred

Tools

MS Office

CRM

eMoney

Job description

Mariner Wealth Advisors is seeking a Client Service Associate in Pittsburgh to deliver exceptional client service and care. You’ll be the first point of contact, building strong relationships while coordinating a range of client-related tasks.

A detail-oriented approach and professional demeanor are essential as you support advisors and clients alike. The role emphasizes proactive client service, accurate documentation, and collaboration within a growing team.