Wealth Client Experience & Onboarding Associate

Mariner Wealth Advisors; Houston (TX); On-site; USD 46,000 - 64,000; Full time

Job summary

Mariner Wealth Advisors is seeking a Client Service Associate in Houston, TX, to deliver exceptional client service, support relationship-building, and coordinate daily office tasks within a growing team. You will be the first point of contact, ensuring accurate handling of client requests and data.

The role emphasizes strong attention to detail, professional client interactions, and collaboration with advisors and staff to identify value-added services for clients.

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

CRM: Salesforce

CRM: Redtail

eMoney

Client relations

Multitasking

Communication

Education

High School Diploma

Bachelor’s Degree Preferred

Tools

Salesforce

Redtail CRM

eMoney

Job description

Mariner Wealth Advisors is seeking a Client Service Associate in Houston, TX, to deliver exceptional client service, support relationship-building, and coordinate daily office tasks within a growing team. You will be the first point of contact, ensuring accurate handling of client requests and data.

The role emphasizes strong attention to detail, professional client interactions, and collaboration with advisors and staff to identify value-added services for clients.