Client Service Associate – Pilot/Signals Project

Mariner

Client Service Associate managing client relationships and administrative tasks for Mariner Wealth Advisors in West Des Moines. Focused on delivering exceptional service and supporting a growing team.

Posted 4/16/2026full-timeWest Des Moines • Iowa • 🇺🇸 United StatesJuniorMid-Level💰 $47,000 - $78,000 per yearWebsite

About the role

Key responsibilities & impact

Build and maintain client relationships aimed at client retention
Manage new client implementation process, coordinate, and direct client activities with other team members
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
Review activities within the job scope to prevent errors, fraud, and misstatements
Attend and participate in learning opportunities through client service associate meetings
Perform other duties as assigned

Requirements

What you’ll need

High school diploma required; bachelor’s degree preferred
Financial services experience or applicable internship experience
Wealth management experience a plus
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
Experience with eMoney a plus
Demonstrated ability to manage multiple tasks and maintain attention to detail
Strong verbal and written communication skills is essential to effective client relationships
Highly organized with strong analytical skills
Able to work in a team environment

Benefits

Comp & perks

Health insurance
Paid time off
Flexible work arrangements
Professional development opportunities
Bonus eligibility

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial services experiencewealth management experiencePC proficiencyMS Office SuiteCRMSalesforceRedtaileMoneyanalytical skillsattention to detail

Soft Skills

client relationship managementorganizational skillsverbal communicationwritten communicationteamworkmulti-taskingproblem-solvingtime managementadaptabilitylearning agility

Certifications

high school diplomabachelor's degree