Wealth Client Experience Specialist
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-09-08
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-09-08
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Mariner Wealth Advisors seeks a Client Service Associate to deliver exceptional client service and support the wealth-management team in Houston, TX. You will be the first point of contact, building relationships, coordinating activities, and ensuring a smooth onboarding process for new clients.
Responsibilities include maintaining files, preparing asset values for billing, and handling day-to-day office duties while identifying opportunities for value-added services.
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