ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
Mariner Wealth Advisors
The Client Service Associate serves as a primary point of contact for clients at Mariner Wealth Advisors, focusing on building relationships and ensuring exceptional service experiences. This role involves managing new client onboarding, administering daily office operations, and maintaining accurate financial records and file data. The associate collaborates with team members to identify value-added services while adhering to strict controls to prevent fraud and errors.
Headquarters
Overland Park, Kansas, United States
Company Size
1001-5000 employees
Founded
2006
Mariner Wealth Advisors is a financial services firm that provides comprehensive wealth management and advisory solutions for individuals, businesses, and institutions. Its offerings include wealth planning, tax planning and specialty tax services, risk advisory, institutional cash management, and dedicated institutional solutions under Mariner Institutional. The firm emphasizes long-term, customizable financial strategies designed to evolve with clients and offers access to proprietary resources and thought leadership (podcasts, social content) to support client decision-making.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Mariner Wealth Advisors.
14% above the average for this role
Private Wealth Client Service Specialist II
UMB Bank
Financial Planning & Service Associate
Hub International
Client Service Associate (Hybrid Opportunity)
Wealth Enhancement Group
Client Service Specialist II
UMB Bank
Client Relationship Partner
Alternative HR LLC
Client Portal & CRM Services Analyst
Hightower