Mariner Careers
Client Service Manager
3d ago
93000 –112000 USD / yearUSAMiddlesalesforceorion advisor servicespc proficiency
Responsible for managing client services, account management, and office activities to support client retention and team coordination in financial services.
Responsibilities
- Manage new client implementation process
- Build and maintain client relationships aimed at client retention
- Coordinate and direct client activities with other team members and assist as necessary
- Maintain up-to-date familiarity of industry trends that affect the investment market
- Manage special requests or projects as directed by Wealth Advisor team
- Adhere to ethics and associate code of conduct policies and, as appropriate, communicate the same to team members
- Perform other duties as assigned
Other
- The Client Service Manager is responsible for managing the administration of client services as it pertains to client interaction and management of accounts, and general office management activities
- Has positive attitude, with an exceptional client service demeanor
- Ability to manage a team and build a strong rapport with team members
- Strong verbal and written communication skills
- The ability to manage multiple tasks and maintain the necessary attention to detail
- Ability to organize time and perform tasks with minimal direction
- Highly organized with strong analytical and problem solving skills
- Bachelor’s degree, preferred
- Two or more years of related work experience in financial services and high net worth client service or equivalent experience
- Strong PC proficiency required, experience with Salesforce and Orion Advisor Services preferred
- #LI-MK1
- We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
- By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
- EOE M/F/D/V