About this role
Client Service Associate at Mariner Wealth Advisors. Location: Manasquan, New Jersey, United States. Role: building relationships, managing implementation, maintaining records Requirements: Provide exceptional client service, manage client implementation, maintain client records, coordinate administrative tasks; high school diploma required, bachelor’s preferred, financial services or internship experience preferred. Category: Finance Seniority: Entry Level Tools: Microsoft Office, Salesforce, Redtail, eMoney Commitment: Full Time Workplace: Onsite Languages: English