Wealth Client Services Associate — Growth & Impact

Mariner Holdings; Omaha (NE); On-site; USD 47,000 - 78,000; Full time

Job summary

Mariner Wealth Advisors is seeking a detail-oriented Client Service Associate to support wealth management teams in Omaha. You will maintain client files, process valuations, and coordinate administrative tasks while ensuring excellent service and compliance adherence.

The role emphasizes strong communication, teamwork, and the ability to manage multiple tasks in a fast-paced office environment. On-site location with competitive base pay and benefits.

Qualifications

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

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

Client relationships

MS Office

CRM systems

Communication

Attention to detail

Teamwork

Analytical skills

Education

High school diploma

Bachelor's degree preferred

Tools

Salesforce

Redtail

eMoney

Job description

Mariner Wealth Advisors is seeking a detail-oriented Client Service Associate to support wealth management teams in Omaha. You will maintain client files, process valuations, and coordinate administrative tasks while ensuring excellent service and compliance adherence.

The role emphasizes strong communication, teamwork, and the ability to manage multiple tasks in a fast-paced office environment. On-site location with competitive base pay and benefits.