Client Relationship Manager

Mariner

Client Relationship Manager handling day-to-day financial needs for ultra-high-net-worth clients. Serving as a central point of contact and coordinating with internal teams and external partners.

Posted 4/30/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $115,000 - $135,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the primary point of contact for UHNW clients, managing day-to-day financial and coordinating administrative needs
Oversee cash management, bill pay, and money movement across multiple accounts and entities
Review and communicate financial reports, budgets, and cash flow to clients
Coordinate and manage multiple entities, real estate holdings, and business interests
Ensure timely execution of client requests while maintaining accuracy and attention to detail
Act as the central hub between clients, advisors, CPAs, attorneys, and internal teams
Proactively identify issues, anticipate needs, and recommend solutions

Requirements

What you’ll need

5+ years of direct client-facing experience in a family office, business management, or UHNW client environment
Proven ability to manage complex client relationships independently
Hands-on experience with financial reporting and budgeting
Cash flow management and account oversight
Bill pay and transaction execution
Multi-entity structures and/or real estate holdings
Strong ability to multitask and work in a fast-paced, high-touch environment
Excellent communication skills with the ability to interface directly with clients and their advisors

Benefits

Comp & perks

We believe in giving associates progressive opportunities
Actively nurturing professional growth
Giving back to the community
A diverse culture where everyone has the support they need to achieve their career goals
An innovative workplace that fosters camaraderie, teamwork, and work-life balance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial reportingbudgetingcash flow managementbill paytransaction executionmulti-entity structuresreal estate holdings

Soft Skills

client-facing experiencerelationship managementmultitaskingattention to detailcommunication skillsproblem-solvingproactive identification of issues