About this role
Manager, Client Service at Mariner Wealth Advisors. Location: New York City, New York, United States. Role: Input transactions, Manage operations, Open accounts Requirements: 5-7 years in financial operations; Bachelor's degree; Salesforce and Fidelity/Charles Schwab experience; Excel proficiency; strong analytics and project management. Category: Business Operations Seniority: Mid Level Tools: Salesforce, Fidelity Wealthscape, Charles Schwab, Excel Commitment: Full Time Workplace: Onsite Languages: English