Wealth Client Experience Specialist

Mariner Holdings; Houston, Northern (TX, KY); Hybrid; USD 47,000 - 78,000; Full time

Job summary

Mariner Wealth Advisors seeks a Client Service Associate to deliver exceptional client service and support the wealth-management team in Houston, TX. You will be the first point of contact, building relationships, coordinating activities, and ensuring a smooth onboarding process for new clients.

Responsibilities include maintaining files, preparing asset values for billing, and handling day-to-day office duties while identifying opportunities for value-added services.

Qualifications

• Proficient with MS Office Suite; CRM experience (Salesforce/Redtail).
• Experience with eMoney is a plus.
• Strong client-relations mindset and attention to detail.
• Able to manage multiple tasks and maintain organization.
• Strong verbal and written communication skills; team-oriented.

Responsibilities

• Build and maintain client relationships aimed at client retention and onboarding.
• Maintain client files and prepare asset values for billing and invoicing.
• Handle day-to-day office duties: scheduling, marketing, accounts payable/receivable.
• Identify value-added services Mariner Wealth Advisors can provide to clients.
• Ensure controls prevent errors, fraud, or misstatements; participate in meetings.

Skills

MS Office Suite

Salesforce

Redtail CRM

eMoney

Client relations

Attention to detail

Education

High school diploma

Bachelor’s degree preferred

Job description

Mariner Wealth Advisors seeks a Client Service Associate to deliver exceptional client service and support the wealth-management team in Houston, TX. You will be the first point of contact, building relationships, coordinating activities, and ensuring a smooth onboarding process for new clients.

Responsibilities include maintaining files, preparing asset values for billing, and handling day-to-day office duties while identifying opportunities for value-added services.