Client Service Associate

Mariner

Client Service Associate role focusing on building relationships and managing client needs at Mariner Wealth Advisors. Delivering exceptional client service and support in a growing team environment.

Posted 7/6/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and administrative skills, with a focus on client retention and proactive service. Proficient in financial services operations, including billing and compliance, while maintaining attention to detail and organizational effectiveness.

Highest-signal resume keywords

Client Relationship ManagementFinancial Services ExperienceMS Office Suite ProficiencyAttention to DetailStrong Verbal and Written Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Implementation ProcessBilling and InvoicingAccounts PayableAccounts ReceivableAnalytical Skills

Soft Skills

Positive AttitudeTeam CollaborationOrganizational Skills

Tools & Technologies

CRM (Salesforce, Redtail)EMoney

Industry Keywords

Wealth ManagementClient ServiceCompliancePractice Management

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 and assist as necessary
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, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
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
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

Benefits

Comp & perks

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