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Senior Client Service Associate
MarinerSenior Client Service Associate at Mariner Wealth Advisors managing the entire client service lifecycle for UHNW relationships. Ensuring exceptional advisor and client experience through various operational support tasks.
About the role
Key responsibilities & impact- Deliver the UHNW client experience
- Oversee daily workflow
- Provide technical expertise
- Foster custodial relationships
- Problem resolution
- Collaborate cross-functionally
- Maintain operational integrity
- Contribute to process improvement
Requirements
What you’ll need- High school diploma required; bachelor’s degree preferred.
- 5–7 years of experience within the wealth management industry.
- Experience working with ultra-high-net-worth clients is preferred.
Benefits
Comp & perks- Health insurance
- Flexible working hours
- Professional development opportunities
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client experiencetechnical expertiseproblem resolutioncollaborationprocess improvement
Certifications
bachelor's degreehigh school diploma