Will Roberts
Client Service Associate at Mariner
Based in Dallas-Fort Worth, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
2.1K
Contact information
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w•••••••@marinerwealthadvisors.com
Phone
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Background
About Will Roberts
Results-driven Client Service Associate with a proven track record in wealth management, offering exceptional client support and a deep understanding of financial services and custodial processes. Skilled in supporting financial advisors by managing client inquiries, processing transactions, and ensuring seamless execution of advisory services. Known for a proactive approach, attention to detail, and commitment to enhancing client satisfaction. Passionate about leveraging expertise and mentorship to contribute to a high-performing team and drive success in a dynamic wealth management environment.
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