Manager, Client Service

Mariner Logo
Mariner
New York, NY, United States
90000 - 110000 USD / Year
  • Finance
  • FullTime
  • Applications have closed

We are seeking a detail-oriented and proactive Manager to oversee daily operational functions, ensure compliance with internal processes, and support team performance within a fast-paced wealth environment. This role is responsible for inputting and reviewing transactions, managing workflows, and fostering a collaborative and accountable team culture.

Responsibilities

  • Input and review money movement transactions within Wealthscape and Charles Schwab.
  • Responsible for managing the day-to-day execution of operations tasks, including preparing and reviewing account opening paperwork and account maintenance.
  • Proficient in what is needed to open Taxable, Retirement, Trust, & Business accounts within Fidelity & Charles Schwab to aid in reviewing requests.
  • Serve as liaison between Wealth Teams and custodians. Proactively contact custodians daily to resolve issues and ensure requests are being processed with accuracy.
  • Delegate tasks and assist with team members workloads to ensure smooth execution of workflow.
  • Foster accountability, collaboration, and continuous improvement within the team.
  • Manage quarterly projects, maintain internal spreadsheets, and oversee completion of team members daily tasks.

Qualifications

  • Education: Bachelor’s degree in Business Administration, Operations Management, or related field.
  • Experience: 5-7 years of experience in financial business operations, ideally within a fast-paced, growth-oriented environment.

Skills

  • Experience with Salesforce
  • Experience with Fidelity (Wealthscape) and Charles Schwab Platforms.
  • Strong analytical and problem-solving abilities.
  • Excellent project management skills, with experience managing cross-functional teams.
  • Strong communication and interpersonal skills, with the ability to work effectively with all levels of the organization.
  • Proficiency in Excel

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V

Compensation Range: $90K – $110K

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