About this role
Senior Client Service Associate at Mariner Wealth Advisors. Location: Manasquan, New Jersey, United States. Role: building relationships, managing implementation, maintaining records Requirements: 5+ years client service or related financial services experience; high school diploma required, bachelor's preferred; strong PC and CRM skills; problem solving and communication skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, Salesforce, Redtail, eMoney Commitment: Full Time Workplace: Onsite Languages: English