Wealth Client Experience Specialist

Mariner Wealth Advisors; Houston (TX); Hybrid; USD 47.000 - 78.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

MS Office Suite

Salesforce

Redtail CRM

eMoney

Client relations

Attention to detail

Ausbildung

High school diploma

Bachelor’s degree preferred

Jobbeschreibung

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here .

Job Description

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.

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

Qualifications

• High school diploma required; bachelor’s degree preferred
• Financial services experience or applicable internship experience

Skills and Knowledge

• Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
• Experience with eMoney a plus
• Positive attitude toward client relations to provide exceptional, proactive client service
• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
• Strong verbal and written communication skills are essential to effective client relationships
• Highly organized with strong analytical skills
• Able to work in a team environment

Wewelcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $47,000.00/year to $78,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

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About the Team

At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

Job Info

• Job Identification 1454
• Job Category Wealth Management
• Job Schedule Full time
• Locations 1800 Bering Dr, Houston, TX, 77057, US (On-site)