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ashby

Client Service Associate

Mariner Wealth Advisors
Houston, USA
Full-time
Entry
Onsite
USD 60000-80000 yearly / year
Discovered Yesterday
CRMSalesforceRedtaileMoney
Free

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Qualifications

  • High school diploma required; bachelor’s degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus

Skills and Knowledge

  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment
  • #LI-MK1
  • We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
  • By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
  • EOE M/F/D/V

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