Client Service Associate

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. 

Position Overview

We are seeking a dedicated, professional Client Service Associate to join our team in a long-term, career-track role focused on delivering exceptional, consistent client support. This role is ideal for someone who values stability, strong client relationships, and deep expertise, offering significant ownership of the client experience and a direct impact on both client satisfaction and firm success.

As a Client Service Associate, you will play a critical and enduring role in maintaining and enhancing the client’s experience. You’ll serve as a trusted, day-to-day contact for clients, ensuring their needs are handled efficiently, accurately, and with genuine care.

Responsibilities  

• Serve as the primary, ongoing point of contact for clients, maintaining a professional and responsive relationship.
• Process service requests accurately and in a timely manner (e.g., account maintenance, documentation, inquiries).
• Manage inbound and outbound client communications with attention to detail, tone, and follow-through.
• Coordinate with internal departments (e.g., advisors, operations, compliance) to resolve client issues or requests.
• Ensure all client interactions comply with regulatory and company standards.
• Maintain accurate and up-to-date records of client interactions in CRM systems.
• Proactively identify and anticipate client needs and provide appropriate solutions or referrals.
• Continuously build knowledge of company products, services, and systems to better support clients.

This role is best suited for a professional who:

• Seeks long-term stability in a role that is essential to the business.
• Finds satisfaction in mastering a craft and building lasting relationships.
• Prefers a consistent, clearly defined scope of work.
• Values the opportunity to be a go-to expert in their field.
• Takes pride in being a top performer in their domain. 
• Strives for excellence and demonstrates a strong commitment to mastering their craft.

Qualifications 

• 3+ years of experience in a client service, administrative, or operations role (preferably in financial services, legal, or other professional services industry).
• Ability to effectively managing ambiguity and receive direction from multiple stakeholders while working on daily priorities.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication.
• Ability to handle confidential information with discretion.
• Proficiency with common business software and CRM systems.
• Consistent and dependable work ethic with a client-first mindset.

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.

On-Going Training

• In this role, candidate will receive training and ongoing education to ensure you remain current and confident in your role.

Work Environment

• Team-oriented, professional, and client-focused.
• Supportive of long-term tenure and stability.
• Low-pressure regarding upward mobility.

 
We welcome 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.  
 
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