Client Service Associate

Mariner
Houston, Texas, United States
Full Time
On Site
Junior
USD 60,000 – 80,000
High School
Finance & Accounting Financial Services Insurance

Posted 1 month ago

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Excellent 4.7

Job summary

The Client Service Associate handles client relationships, administrative duties, and supports financial services management, requiring strong communication, organizational skills, and familiarity with MS Office and CRM systems.

Responsibilities

The Client Service Associate is responsible for delivering exceptional client service, managing client relationships, and handling day-to-day administrative tasks. They also assist with financial documentation, billing, and coordinating client activities to ensure a positive experience.

Qualifications

analytical skills attention to detail client relations communication skills CRM eMoney MS Office Suite organization teamwork

Candidates are required to have a high school diploma, with a bachelor's degree preferred. Experience in financial services or wealth management is highly valued, along with proficiency in MS Office and CRM software.

English

Company

Mariner

Mariner

linkedin
Financial Services
Location
Houston, Texas, United States

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Excellent 4.7
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