Remote Senior Client Service Lead – Wealth Management

Mariner Wealth Advisors; Northern (KY); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Mariner Wealth Advisors is seeking a Senior Client Service Associate to deliver exceptional client service, care and leadership. As one of the first contacts for clients, you will help ensure a positive experience that exceeds expectations and coordinate with a wide range of teammates to support client needs.

You will build relationships, maintain files, support meetings, and identify value-added services for clients.

Qualifications

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

Responsibilities

• Build and maintain client relationships to support retention and onboarding; coordinate and direct client activities with team members.
• Maintain client files and compile quarterly asset values for billing and invoicing.
• Manage day-to-day administrative duties including scheduling, marketing, accounts payables and receivables.
• Participate in client meetings and follow up on action items.
• Understand client business needs and identify value-added services Mariner can provide.
• Support a matrixed environment with diverse complex clients and relationships.
• Review activities for controls to prevent errors and misstatements.
• Lead and train new client service associates as appropriate.
• Attend learning opportunities through internal resources and meetings.
• Perform other duties as assigned.

Job description

Mariner Wealth Advisors is seeking a Senior Client Service Associate to deliver exceptional client service, care and leadership. As one of the first contacts for clients, you will help ensure a positive experience that exceeds expectations and coordinate with a wide range of teammates to support client needs.

You will build relationships, maintain files, support meetings, and identify value-added services for clients.