Client Service Associate
Mariner
full-time
Posted on:
Location Type: Hybrid
Location: Bellevue • Washington • United States
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Salary
💰 $47,000 - $78,000 per year
About the role
- Build and maintain client relationships aimed at client retention; manage new client implementation process
- 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 and help identify value-added services
- Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
- Attend and participate in learning opportunities through client service associate meetings
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 working arrangements
- Professional development opportunities
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