Senior Client Service Associate

Responsibilities

• Build and maintain client relationships aimed at client retention
• Manage new client implementation processes and coordinate activities with team members
• Maintain client paper and electronic data files
• Compile quarterly asset values for billing, journals, transfers, and fees
• Handle day-to-day administrative duties including scheduling, marketing, and accounts payable/receivable
• Participate in client meetings and support post-meeting action items
• Identify value-added services to meet client business needs
• Review activities to ensure controls prevent errors, fraud, or misstatements
• Lead and train new client service associates

Requirements

• High school diploma required; bachelor’s degree preferred
• 5+ years of client service or related business experience in financial services
• Strong proficiency with MS Office Suite and CRM tools (Salesforce, Redtail, etc.)
• Strong verbal and written communication skills
• Highly organized with strong analytical and problem-solving skills

Preferred Qualifications

• Wealth management experience
• Experience with eMoney

About the Company

Mariner is dedicated to building a diverse culture that fosters professional growth, camaraderie, and work-life balance while providing innovative workplace opportunities.