Mariner
1001 - 5000 employees
💸 Finance
🤝 B2B
💰 $75M Debt financing on 2022-02
Finance • B2B
Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.
Senior Client Service Associate
🕒 May 19
🇺🇸 United States – Remote
💵 $80k - $110k / year
⏰ Full Time
🟠 Senior
📁 Client Services
🦅 H1B Visa Sponsor
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Mariner
1001 - 5000 employees
💸 Finance
🤝 B2B
💰 $75M Debt financing on 2022-02
Finance • B2B
Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.
📋 Description
• 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
• 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
• Health insurance • Flexible working hours • Professional development opportunities • Paid time off
Apply NowSimilar Jobs
🕒 May 19
Client Services Specialist enhancing client intake and client interactions in a remote setting. Supporting operational efficiency while providing empathetic communication to clients navigating legal situations.
🕒 May 15
Senior Vice President managing client services for a global experience company. Overseeing client relationships and operational effectiveness with an emphasis on client satisfaction and service expansion.
🕒 May 14
RR Donnelley
10,000+ employees
Client Service Professional supporting post sales customer inquiries and facilitating order fulfillment for a leading marketing and packaging company.
🗣️🇪🇸 Spanish Required
🕒 May 8
Manager overseeing team leaders and market research projects, ensuring client satisfaction and team training at Dynata.
🇺🇸 United States – Remote
💵 $70k - $86k / year
💰 $31.5M Debt Financing - Dynata on 2024-05
⏰ Full Time
🟡 Mid-level
🟠 Senior
📁 Client Services
🦅 H1B Visa Sponsor
🕒 May 8
Client Service Representative managing client interactions and school transportation operations. Ensuring timely trips and building strong client relationships in a remote work environment.
🇺🇸 United States – Remote
💵 $50k - $55k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📁 Client Services
🦅 H1B Visa Sponsor
