Wealth Client Experience Associate

Mariner Wealth Advisors, LLC; Manasquan (NJ); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Job summary

Mariner Wealth Advisors seeks a Client Service Associate in Manasquan, NJ to deliver exceptional client service. You are among the first contacts and help ensure a positive client experience.

You will build relationships, manage diverse tasks, and support team operations with accurate recordkeeping and scheduling. Strong communication and organization are essential to success in this role.

Qualifications

• Strong client service mindset with attention to detail.
• Experience in financial services or internships is a plus.
• Proficient with MS Office and CRM systems.

Responsibilities

• Build and maintain client relationships to support retention.
• Handle day-to-day administrative duties and scheduling.
• Support billing, invoicing, and data management processes.
• Assist team in identifying client value-added services.

Skills

CRM Salesforce

MS Office

Strong communication

Attention to detail

Multi-tasking

Team player

Education

High school diploma

Bachelor’s degree preferred

Tools

Salesforce

Redtail

eMoney

Job description

Mariner Wealth Advisors seeks a Client Service Associate in Manasquan, NJ to deliver exceptional client service. You are among the first contacts and help ensure a positive client experience.

You will build relationships, manage diverse tasks, and support team operations with accurate recordkeeping and scheduling. Strong communication and organization are essential to success in this role.