About this role
Client Service Associate at Mariner Wealth Advisors. Location: New York, New York, United States. Role: building relationships, managing tasks, coordinating activities Requirements: High school diploma required (bachelor's preferred); financial services or internship experience preferred; strong PC and CRM skills; excellent communication, attention to detail, and ability to manage multiple tasks. Category: Customer Service Seniority: Entry Level Tools: Microsoft Office, Salesforce, Redtail, eMoney Commitment: Full Time Workplace: Onsite Languages: English