Mariner

Client Service Associate

Mariner

full-time

Posted on:

Location Type: Hybrid

Location: Overland Park • Kansas • United States

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Salary

💰 $47,000 - $78,000 per year

About the role

  • Serve as the primary, ongoing point of contact for clients, maintaining a professional and responsive relationship
  • Process service requests accurately and in a timely manner (e.g., account maintenance, documentation, inquiries)
  • Manage inbound and outbound client communications with attention to detail, tone, and follow-through
  • Coordinate with internal departments (e.g., advisors, operations, compliance) to resolve client issues or requests
  • Ensure all client interactions comply with regulatory and company standards
  • Maintain accurate and up-to-date records of client interactions in CRM systems
  • Proactively identify and anticipate client needs and provide appropriate solutions or referrals
  • Continuously build knowledge of company products, services, and systems to better support clients

Requirements

  • 3+ years of experience in a client service, administrative, or operations role (preferably in financial services, legal, or other professional services industry)
  • Ability to effectively manage ambiguity and receive direction from multiple stakeholders while working on daily priorities
  • Proficiency with common business software and CRM systems
  • Strong organizational skills and attention to detail
  • Excellent written and verbal communication
  • Ability to handle confidential information with discretion
  • Consistent and dependable work ethic with a client-first mindset
Benefits
  • Progressive opportunities
  • Professional growth
  • Community involvement
  • Innovative workplace
  • Culture fostering camaraderie, teamwork, and work-life balance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
client serviceorganizational skillsattention to detailwritten communicationverbal communicationdiscretiondependable work ethicclient-first mindsetability to manage ambiguityability to receive direction