Wealth Client Services & Implementation Lead

Mariner Wealth Advisors, LLC; Manasquan (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

Mariner Wealth Advisors, LLC is seeking a Client Service Manager to oversee client service administration, interactions, and account management within a structured team setting. The role emphasizes strong client relationships and collaboration across Wealth Advisor teams to ensure exemplary service delivery.

The candidate will coordinate client activities, stay current with investment market trends, and handle special projects while upholding the highest ethical standards.

Qualifications

• Bachelor's degree preferred.
• Two or more years of related work experience in financial services and high net worth client service or equivalent experience.
• Strong PC proficiency; Salesforce and Orion Advisor Services experience preferred.

Responsibilities

• Manage new client implementation process.
• Build and maintain client relationships aimed at client retention.
• Coordinate and direct client activities with other team members and assist as necessary.
• Maintain up-to-date familiarity of industry trends that affect the investment market.
• Manage special requests or projects as directed by Wealth Advisor team.
• Adhere to ethics and associate code of conduct policies and, as appropriate, communicate the same to team members.

Skills

Client service

Team leadership

Communication

Attention to detail

Time management

Analytical skills

Education

Bachelor's degree (preferred)

Tools

Salesforce

Orion Advisor Services

Job description

Mariner Wealth Advisors, LLC is seeking a Client Service Manager to oversee client service administration, interactions, and account management within a structured team setting. The role emphasizes strong client relationships and collaboration across Wealth Advisor teams to ensure exemplary service delivery.

The candidate will coordinate client activities, stay current with investment market trends, and handle special projects while upholding the highest ethical standards.