Grace Rogers
Senior Client Service Associate and Compliance Liaison at Mariner
Based in New York, United States
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Seniority
Staff
Department
Other
Location
New York
Industry
Financial Services
Company size
2.3K
Contact information
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g•••••••@marinerwealthadvisors.com
Phone
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Background
About Grace Rogers
Senior Client Service Associate working directly with Senior Wealth Advisor to onboard, organize, and execute investment implementation of high net worth clients. As Compliance Liaison I assist our office Client Service Associates with correcting and managing trade errors to completion. Coordinate all reporting of trade errors to our Home Office Compliance Team. Implemented trade Error spreadsheet and documentation procedure to maintain accurate recording of information.
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