Mariner Finance

The Manager, Client Service role oversees daily operational functions within a fast-paced wealth management environment. Key responsibilities include inputting and reviewing money movement transactions, managing account opening and maintenance workflows for various account types, and serving as the primary liaison between wealth teams and custodians to resolve issues. The position also involves delegating tasks, managing quarterly projects, and fostering a collaborative team culture. This opportunity appeals to candidates seeking professional growth within an innovative workplace that values diversity, work-life balance, and community engagement. The role requires a blend of financial operations expertise and strong project management skills to support team performance and continuous improvement.

This Manager, Client Service role oversees daily operational functions within a fast-paced wealth management environment. The position involves managing workflows for account openings and maintenance across major custodians, reviewing money movement transactions, and serving as the primary liaison between wealth teams and external partners. Key responsibilities include delegating tasks to ensure smooth execution, managing quarterly projects, and fostering a culture of accountability and continuous improvement. The role appeals to candidates seeking professional growth within an innovative workplace that values diversity, teamwork, and work-life balance. The position requires a bachelor's degree and five to seven years of experience in financial operations, with proficiency in platforms like Wealthscape and Charles Schwab.