Senior Client Service Associate

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $80k - $100k / year

⏰ Full Time

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Build and maintain client relationships aimed at client retention • Manage the new client implementation process • Coordinate and direct client activities with other team members • Maintain client paper files and electronic data files • Compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees • Perform day-to-day administrative duties of the office, including coordinating and scheduling appointments, marketing, accounts payables and receivables, and supporting the receptionist as needed • Participate in client meetings and support post-meeting action items • Understand clients’ overall business needs and identify value-added services Mariner can provide • Work in a matrixed environment supporting complex clients and relationships • Review activities within the job scope for controls preventing errors, fraud and financial misstatements • Lead and train new client service associates as appropriate • Attend and participate in learning opportunities through client service associate meetings and internal resources • Perform other duties as assigned

🎯 Requirements

• High school diploma required; bachelor’s degree preferred • 5+ years of client service experience or related business experience in the financial services industry • Wealth management experience preferred • Demonstrated problem-solving ability and ability to resolve issues without direct supervision • Strong PC proficiency with MS Office Suite • Experience with CRM systems such as Salesforce or Redtail • Experience with eMoney is a plus • Positive attitude toward client relations • Ability to manage multiple tasks with strong attention to detail • Strong verbal and written communication skills • Highly organized with strong analytical skills • Ability to work in a team environment

🏖️ Benefits

• Eligibility to participate in an incentive program • Additional compensation and/or benefits may be available • Progressive opportunities • Professional growth support • Community involvement opportunities • Innovative workplace • Work-life balance