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Client Service Manager

Mariner Wealth AdvisorsNew York City, NY
On-site Full-time

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Experience Level

Manager

Qualifications

Qualifications:Education: Bachelor’s degree in Business Administration, Operations Management, or a related field. Experience: 5-7 years in financial business operations, ideally in a fast-paced, growth-driven environment.

About the job

Mariner Wealth Advisors is seeking a Client Service Manager to lead daily operations for a wealth management team in New York City. This role centers on transaction processing, workflow oversight, and fostering a collaborative team culture. A detail-oriented and proactive approach is essential for both client service and internal processes.

What you will do

  • Process and verify money movement transactions using Wealthscape and Charles Schwab platforms.
  • Oversee daily operations, including preparing and reviewing documents for account opening and maintenance.
  • Use expertise in opening Taxable, Retirement, Trust, and Business accounts on Fidelity and Charles Schwab to evaluate requests efficiently.
  • Act as the primary contact between Wealth Teams and custodians, engaging daily with custodians to resolve issues and ensure accurate processing.
  • Delegate tasks and support team members to maintain smooth workflows.
  • Promote accountability, collaboration, and continuous improvement within the team.
  • Manage quarterly projects, update internal tracking spreadsheets, and oversee completion of daily team tasks.

Requirements

  • Bachelor’s degree in Business Administration, Operations Management, or a related field.
  • 5-7 years of experience in financial business operations, preferably in a growth-focused environment.

Key skills

  • Familiarity with Salesforce.
  • Hands-on experience with Fidelity (Wealthscape) and Charles Schwab platforms.
  • Strong analytical and problem-solving skills.
  • Project management experience, including managing cross-functional teams.
  • Excellent communication and interpersonal skills for effective collaboration.
  • Proficiency in Excel.

About Mariner Wealth Advisors

At Mariner Wealth Advisors, we are committed to providing our associates with progressive opportunities for professional growth while actively giving back to the community. Join us to be part of a firm that values innovation, teamwork, and a client-centric approach.

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