Wealth Client Services Specialist

Mariner Wealth Advisors; Omaha (NE); On-site; USD 45,000 - 65,000; Full time

Job summary

Mariner Wealth Advisors in Omaha, NE seeks a Client Service Associate to deliver exceptional client service and care. You will be one of the first contacts for clients, helping ensure a positive experience that exceeds expectations and supports the growth of the team.

The role focuses on building relationships, managing a diverse workload, and maintaining accuracy in files and data while supporting onboarding and daily operations with a client-first mindset.

Qualifications

• High school diploma required; bachelor’s degree preferred.
• Financial services experience or internship experience is desired.
• Wealth management experience is a plus.

Responsibilities

• Build and maintain client relationships aimed at client retention; coordinate client activities with team members.
• Maintain client files and compile data for billing, journals, transfers, invoicing, and fees.
• Handle day-to-day admin duties: scheduling, marketing, AP/AR, and receptionist support.
• Identify value-added services for clients based on business needs.
• Review activities to prevent errors and ensure controls.
• Participate in meetings and internal training opportunities.

Skills

MS Office Suite

CRM experience

Client relations

Attention to detail

Verbal and written communication

Teamwork

Analytical skills

Education

High school diploma

Bachelor’s degree preferred

Financial services internship

Tools

eMoney

Job description

Mariner Wealth Advisors in Omaha, NE seeks a Client Service Associate to deliver exceptional client service and care. You will be one of the first contacts for clients, helping ensure a positive experience that exceeds expectations and supports the growth of the team.

The role focuses on building relationships, managing a diverse workload, and maintaining accuracy in files and data while supporting onboarding and daily operations with a client-first mindset.