Mariner Wealth Advisors
Client Service Manager
Manasquan, NJ
Sponsorship not specifiedDetected 13 days ago
SalesforceCommunicationProblem SolvingOrganizational Skills
About the role
- 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
- Coordinate and direct client activities with other team members and assist as necessary
- Adhere to ethics and associate code of conduct policies and, as appropriate, communicate the same to team members
Responsibilities
- Manage new client implementation process
- Build and maintain client relationships aimed at client retention
- Maintain up-to-date familiarity of industry trends that affect the investment market
- Manage special requests or projects as directed by Wealth Advisor team
- Perform other duties as assigned
Skills
- Has positive attitude, with an exceptional client service demeanor
- Strong verbal and written communication skills
- Highly organized with strong analytical and problem solving skills
- Required Education and Experience:
- 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
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