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.

