Client Service Associate
MarinerCincinnati, Ohio, United States
Posted October 1, 2025
47000 - 78000 USD year
Full Time
About the Company
Mariner was a technology firm based in Charlotte, NC from 1998 to 2022, offering custom business applications and data analytics solutions across various industries. The company pivoted to AI-based computer vision products later in its lifespan, focusing on improving manufacturing quality through predictive maintenance and visual inspection technologies. Mariner's reputation for integrity and professionalism attracted talented employees who delivered high-value solutions to loyal customers.
Job Description
The Client Service Associate role at Mariner Wealth Advisors involves providing exceptional client service and care. This is a key role in building client relationships, managing client account activities, and contributing to a positive client experience. The role requires a strong attention to detail and a proactive approach to client needs.
Requirements
- High school diploma required; bachelor’s degree preferred
- Financial services experience or applicable internship experience
- Wealth management experience a plus
- Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.), and eMoney
Benefits
- Innovative workplace
- Culture that fosters camaraderie
- Teamwork and work-life balance