Senior Client Service Associate

Mariner

1d•$80,000 - $110,000

About The Position

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.

Requirements

High school diploma required
5–7 years of experience within the wealth management industry
Demonstrating strong organizational skills and attention to detail
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

Nice To Haves

Bachelor’s degree preferred
Experience working with ultra-high-net-worth clients
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.

Responsibilities

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.
Manage inbound client service requests, ensuring adherence to service level standards while proactively communicating status updates.
Support advisors and internal teams with guidance on custodial processes, operational requirements, and best practices.
Build and maintain strong partnerships with custodians such as Schwab, Fidelity, and Pershing, efficiently resolving escalations and inquiries.
Identify, troubleshoot, and resolve complex or sensitive issues with minimal oversight, escalating when appropriate.
Partner with investment operations, alternative investments, and tax and planning teams to coordinate and deliver comprehensive client solutions.
Research and resolve NIGOs (Not In Good Order items), execute account maintenance requests, and ensure compliance with internal and custodial policies.
Participate in initiatives to enhance workflow, increase efficiency, and strengthen the UHNW service model.