Mariner Wealth Advisors
Manager, Client Service
New York City, NY
Sponsorship not specifiedDetected 86 days ago
Project ManagementSalesforceExcelOperations ManagementCommunicationCollaborationProblem Solving
About the role
- This role is responsible for inputting and reviewing transactions, managing workflows, and fostering a collaborative and accountable team culture.
Responsibilities
- Manage quarterly projects, maintain internal spreadsheets, and oversee completion of team members daily tasks.
Requirements
- Bachelor's degree in Business Administration, Operations Management, or related field.
- Education: Bachelor's degree in Business Administration, Operations Management, or related field.
Nice to have
- 5-7 years of experience in financial business operations, ideally within a fast-paced, growth-oriented environment.
Skills
- Experience with Salesforce
- Experience with Fidelity (Wealthscape) and Charles Schwab Platforms.
- Strong analytical and problem-solving abilities.
- Excellent project management skills, with experience managing cross-functional teams.
- Strong communication and interpersonal skills, with the ability to work effectively with all levels of the organization.
- Proficiency in Excel
Benefits
- Proficient in what is needed to open Taxable, Retirement, Trust, & Business accounts within Fidelity & Charles Schwab to aid in reviewing requests.
Company info
- We are seeking a detail-oriented and proactive Manager to oversee daily operational functions, ensure compliance with internal processes, and support team performance within a fast-paced wealth environment.
Apply directly at Mariner Wealth Advisors →Create a free account for alerts like thisView Mariner Wealth Advisors immigration profile
This listing is sourced directly from Mariner Wealth Advisors's careers page and normalized into a canonical job model.