Client Service Associate

Mariner

Client Service Associate providing critical support for the Mariner Wealth Advisors team. Building client relationships and attending to administrative duties to enhance client services.

Posted 4/28/2026full-timeOakbrook Terrace • Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $48,000 - $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
Understand the client’s overall business needs
Review activities within the job scope for sufficient controls to prevent errors
Attend and participate in learning opportunities
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
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

Benefits

Comp & perks

Health insurance
Retirement plans
Professional development
Bonuses
Work-life balance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial services experiencewealth management experienceanalytical skillsclient retentionbillinginvoicingdata managementadministrative duties

Soft Skills

strong verbal communicationstrong written communicationhighly organizedteamwork

Certifications

high school diplomabachelor’s degree