Mariner · 1 month ago
Senior Client Service Associate
5700 W. 112th St., Overland Park, KS, 66211, US
Full-time
Hybrid
Mid, Senior Level
$55K/yr - $95K/yr
5+ years expMariner is a wealth management firm seeking a Senior Client Service Associate to deliver extraordinary client service and leadership. The role involves building client relationships, managing client implementations, and ensuring a positive client experience while supporting a diverse range of tasks.
ConsultingFinancial ServicesRisk Management
Responsibilities
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
Participates in client meetings and supports action items post meeting
Understand the client’s overall business needs and help identify value-added services that Mariner can provide
Work in a matrixed environment and support a diversity of complex clients and relationships
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
Leading and training new client service associates as appropriate
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
Qualification
Required
High school diploma required; bachelor's degree preferred
5+ years of client service experience or related business experience in the financial services industry
Preferred
Wealth management experience preferred
Experience with eMoney a plus
Benefits
Eligibility to participate in an incentive program
Additional compensation and/or benefits
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M
Leadership Team
Marty Bicknell
Founder & CEO
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
Morningstar.com
2025-08-26
2025-05-02
2025-04-30
Company data provided by crunchbase