Wealth Client Experience & Onboarding Manager

Mariner; Manasquan (NJ); On-site; USD 65,000 - 95,000; Full time

Job summary

Mariner seeks a Client Service Manager to oversee administration of client services, client interaction, account management, and general office duties. The role focuses on implementing new clients and strengthening relationships within a team environment.

The candidate should possess strong communication, multitasking, and organizational skills, with experience in financial services and familiarity with industry trends. A college degree is preferred, and Salesforce/Orion experience is beneficial.

Qualifications

• Bachelor's degree preferred
• 2+ years of financial services and high net worth client service experience
• Proficiency with Salesforce; Orion Advisor Services preferred

Responsibilities

• Manage new client implementation process
• Build and maintain client relationships for retention
• Coordinate and direct client activities with team members
• Maintain awareness of industry trends affecting the investment market
• Manage special requests/projects as directed by Wealth Advisor team
• Adhere to ethics and conduct policies, communicate to team
• Perform other duties as assigned

Skills

Positive attitude

Team management

Communication skills

Multitasking

Time management

Analytical skills

Education

Bachelor's degree

Tools

Salesforce

Orion Advisor Services

Job description

Mariner seeks a Client Service Manager to oversee administration of client services, client interaction, account management, and general office duties. The role focuses on implementing new clients and strengthening relationships within a team environment.

The candidate should possess strong communication, multitasking, and organizational skills, with experience in financial services and familiarity with industry trends. A college degree is preferred, and Salesforce/Orion experience is beneficial.