Senior Client Service Associate
As a Senior CSA in Mariner Ultra Operations, you’ll act as a subject matter expert and operational leader, managing the entire client service lifecycle for UHNW relationships — onboarding, account maintenance, money movements, and complex operational support — while ensuring an exceptional advisor and client experience.
Responsibilities
Deliver the UHNW client experience: Serve as a key point of contact for advisors, clients, custodians, and third-party partners to ensure seamless service across all operational touchpoints, including the onboarding and maintenance of complex client relationships such as trusts, partnerships, and foundations.
Oversee daily workflow: Manage inbound client service requests, ensuring adherence to service level standards while proactively communicating status updates.
Provide technical expertise: Support advisors and internal teams with guidance on custodial processes, operational requirements, and best practices.
Foster custodial relationships: Build and maintain strong partnerships with custodians such as Schwab, Fidelity, and Pershing, efficiently resolving escalations and inquiries.
Problem resolution: Identify, troubleshoot, and resolve complex or sensitive issues with minimal oversight, escalating when appropriate.
Collaborate cross-functionally: Partner with investment operations, alternative investments, and tax and planning teams to coordinate and deliver comprehensive client solutions.
Maintain operational integrity: Research and resolve NIGOs (Not In Good Order items), execute account maintenance requests, and ensure compliance with internal and custodial policies.
Contribute to process improvement: Participate in initiatives to enhance workflow, increase efficiency, and strengthen the UHNW service model.
Qualifications
High school diploma required; bachelor’s degree preferred.
5–7 years of experience within the wealth management industry, demonstrating strong organizational skills and attention to detail.
Experience working with ultra-high-net-worth clients is preferred but not required.
Proven ability to manage complex workflows and competing priorities in a fast-paced environment.
Strong written and verbal communication skills with a client-first mindset.
Ability to work both independently and collaboratively across departments.
Commitment to maintaining confidentiality, professionalism, and accuracy in all work.
Skills & Knowledge
Solid understanding of wealth management operations and custodial platforms (Schwab, Fidelity, Pershing, or similar).
Familiarity with complex entity types (trusts, partnerships, foundations) and multi-custodial relationships.
Proficiency in Microsoft Office; experience with CRM and workflow systems (Elements, Salesforce) preferred.
Strong analytical and problem-solving abilities; proactive approach to identifying and resolving issues.
High level of adaptability, organization, and accountability.
Embodies Mariner’s core values: integrity, client focus, humility, and excellence.
#LI-MK1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V
Apply To This Job
Responsibilities
Deliver the UHNW client experience: Serve as a key point of contact for advisors, clients, custodians, and third-party partners to ensure seamless service across all operational touchpoints, including the onboarding and maintenance of complex client relationships such as trusts, partnerships, and foundations.
Oversee daily workflow: Manage inbound client service requests, ensuring adherence to service level standards while proactively communicating status updates.
Provide technical expertise: Support advisors and internal teams with guidance on custodial processes, operational requirements, and best practices.
Foster custodial relationships: Build and maintain strong partnerships with custodians such as Schwab, Fidelity, and Pershing, efficiently resolving escalations and inquiries.
Problem resolution: Identify, troubleshoot, and resolve complex or sensitive issues with minimal oversight, escalating when appropriate.
Collaborate cross-functionally: Partner with investment operations, alternative investments, and tax and planning teams to coordinate and deliver comprehensive client solutions.
Maintain operational integrity: Research and resolve NIGOs (Not In Good Order items), execute account maintenance requests, and ensure compliance with internal and custodial policies.
Contribute to process improvement: Participate in initiatives to enhance workflow, increase efficiency, and strengthen the UHNW service model.
Qualifications
High school diploma required; bachelor’s degree preferred.
5–7 years of experience within the wealth management industry, demonstrating strong organizational skills and attention to detail.
Experience working with ultra-high-net-worth clients is preferred but not required.
Proven ability to manage complex workflows and competing priorities in a fast-paced environment.
Strong written and verbal communication skills with a client-first mindset.
Ability to work both independently and collaboratively across departments.
Commitment to maintaining confidentiality, professionalism, and accuracy in all work.
Skills & Knowledge
Solid understanding of wealth management operations and custodial platforms (Schwab, Fidelity, Pershing, or similar).
Familiarity with complex entity types (trusts, partnerships, foundations) and multi-custodial relationships.
Proficiency in Microsoft Office; experience with CRM and workflow systems (Elements, Salesforce) preferred.
Strong analytical and problem-solving abilities; proactive approach to identifying and resolving issues.
High level of adaptability, organization, and accountability.
Embodies Mariner’s core values: integrity, client focus, humility, and excellence.
#LI-MK1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V
Apply To This Job