Fleet Client Services Specialist managing customer maintenance transactions lifecycle and providing excellent service. Automating scheduling and communicating with Field Operations to enhance customer experience.
About the role
- Senior Client Service Associate responsible for building client relationships and managing client implementations. Delivering exceptional support in a hybrid environment at Mariner.
Responsibilities
- Build and maintain client relationships aimed at client retention
- Maintain client paper files and electronic data files in a timely manner
- Responsible for day-to-day administrative duties of the office
- Participate in client meetings and support action items post meeting
- Work in a matrixed environment and support diverse clients and relationships
Requirements
- High school diploma required; bachelor’s degree preferred
- 5+ years of client service experience in the financial services industry
- Wealth management experience preferred
- Strong PC proficiency with MS Office Suite, CRM
- Experience with eMoney a plus
Benefits
- health insurance
- 401(k) matching
- flexible work arrangements
- professional development
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