Senior Client Service Associate
Mariner
full-time
Posted on:
Location Type: Hybrid
Location: Los Altos • California • 🇺🇸 United States
Visit company websiteSalary
💰 $55,000 - $95,000 per year
Job Level
Senior
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 day-to-day administrative duties of the office
- Participate in client meetings and support action items post meeting
- Work in a matrixed environment and support diverse clients and relationships
Requirements
- High school diploma required; bachelor’s degree preferred
- 5+ years of client service experience in the financial services industry
- Wealth management experience preferred
- Strong PC proficiency with MS Office Suite, CRM
- Experience with eMoney a plus
Benefits
- health insurance
- 401(k) matching
- 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
client serviceadministrative dutiesdata managementwealth managementPC proficiencyMS Office SuiteCRMeMoney
Soft skills
client relationship managementcommunicationorganizational skillssupporting action itemsworking in a matrixed environment
Certifications
high school diplomabachelor’s degree