Client Service Associate
Mariner
full-time
Posted on:
Location Type: Hybrid
Location: Cincinnati • Ohio • 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 and assist as necessary
- Maintain client paper files and electronic data files in a timely manner
- Responsible for day-to-day administrative duties of the office
- Understand the client’s overall business needs
- Review activities within the job scope for sufficient controls
- 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
Benefits
- 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords
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Hard Skills & Tools
financial services experiencewealth management experiencePC proficiencyMS Office SuiteCRMSalesforceRedtaileMoney
Soft Skills
client relationship managementcommunication skillsadministrative skillsorganizational skills
Certifications
high school diplomabachelor's degree