Wealth Management Client Experience Associate

Mariner Wealth Advisors, LLC; Tigard (OR); On-site; USD 42,000 - 66,000; Full time

Job summary

Mariner Wealth Advisors is seeking a Client Service Associate in Tigard, Oregon to deliver outstanding client care and support. You will be the first point of contact, building relationships and ensuring a positive experience that exceeds expectations.

In this role you will manage onboarding, coordinate with team members, handle administrative tasks, and identify value-added services for clients while maintaining meticulous records and proactive communication.

Qualifications

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

Responsibilities

• Build and maintain client relationships to improve retention; coordinate onboarding with team.
• Maintain client files (paper and electronic) and compile asset values for billing and transfers.
• Handle day-to-day administrative duties: scheduling, marketing, AP/AR, receptionist support.
• Identify value-added services for clients that Mariner Wealth Advisors can provide.
• Review activities to prevent errors, fraud and misstatements.
• Participate in client service meetings and internal training resources.
• Perform other duties as assigned.

Skills

Client relations

Attention to detail

Verbal & written communication

Team player

Analytical skills

Organized

Education

High school diploma

Bachelor's degree

Tools

MS Office Suite

CRM (Salesforce, Redtail)

eMoney

Job description

Mariner Wealth Advisors is seeking a Client Service Associate in Tigard, Oregon to deliver outstanding client care and support. You will be the first point of contact, building relationships and ensuring a positive experience that exceeds expectations.

In this role you will manage onboarding, coordinate with team members, handle administrative tasks, and identify value-added services for clients while maintaining meticulous records and proactive communication.