Mariner→
Associate, Relationship Manager at Mariner in Remote
Entry LevelRemoteFull-timeRemote$105k–$135k/yr
Skills
client relationship management
Job Description
Summary: Mariner is a firm that values professional growth and diversity, and they are seeking an Associate, Relationship Manager to support Client Relationship Managers by coordinating client needs and ensuring effective communication between teams. This role focuses on managing daily client requirements and enhancing the overall client experience.
Responsibilities:
- Support CRMs in executing tasks required to manage the client relationship effectively
- Serve as the back up point of contact for clients
- Help manage daily client needs, including bill pay and reporting, to ensure accurate and timely execution
- Review client deliverables to ensure quality and consistency
- Identify and communicate inefficiencies, risks, or opportunities for improvement
- Collaborate with Advisors and the broader advisory team to ensure seamless communication, align client strategy and priorities, and coordinate effective execution
Required Qualifications:
- Supports Client Relationship Managers (CRM) by acting as the day-to-day quarterback for client needs and ensuring smooth coordination between accounting, advisory, and internal teams
- This role is designed to create consistency, reliability, and proactive support for CRMs while developing their own skills
- Support CRMs in executing tasks required to manage the client relationship effectively
- Serve as the back up point of contact for clients
- Help manage daily client needs, including bill pay and reporting, to ensure accurate and timely execution
- Review client deliverables to ensure quality and consistency
- Identify and communicate inefficiencies, risks, or opportunities for improvement
- Collaborate with Advisors and the broader advisory team to ensure seamless communication, align client strategy and priorities, and coordinate effective execution
Nice-to-Have Skills: Client relationship management