Client Service Associate
Mariner
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteSalary
💰 $47,000 - $78,000 per year
Job Level
JuniorMid-Level
About the role
- Build and maintain client relationships aimed at client retention
- Maintain client paper files and electronic data files in a timely manner
- Responsible for the day-to-day administrative duties of the office
- Understand the client’s overall business needs
- Review activities within the job scope for sufficient controls to prevent errors
- Attend and participate in learning opportunities
Requirements
- High school diploma required; bachelor’s degree preferred
- Financial services experience or applicable internship experience
- Wealth management experience a plus
- Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
- Experience with eMoney a plus
- Strong verbal and written communication skills are essential to effective client relationships
- Highly organized with strong analytical skills
- Able to work in a team environment
Benefits
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services experiencewealth management experiencePC proficiencyMS Office SuiteCRMSalesforceRedtaileMoneyanalytical skills
Soft skills
client relationship managementcommunication skillsorganizational skillsteamwork
Certifications
high school diplomabachelor's degree