Client Service Manager

Mariner; Manasquan (NJ); On-site; USD 65,000 - 95,000; Full time

Job summary

Mariner seeks a Client Service Manager to oversee administration of client services, client interaction, account management, and general office duties. The role focuses on implementing new clients and strengthening relationships within a team environment.

The candidate should possess strong communication, multitasking, and organizational skills, with experience in financial services and familiarity with industry trends. A college degree is preferred, and Salesforce/Orion experience is beneficial.

Qualifications

• Bachelor's degree preferred
• 2+ years of financial services and high net worth client service experience
• Proficiency with Salesforce; Orion Advisor Services preferred

Responsibilities

• Manage new client implementation process
• Build and maintain client relationships for retention
• Coordinate and direct client activities with team members
• Maintain awareness of industry trends affecting the investment market
• Manage special requests/projects as directed by Wealth Advisor team
• Adhere to ethics and conduct policies, communicate to team
• Perform other duties as assigned

Skills

Positive attitude

Team management

Communication skills

Multitasking

Time management

Analytical skills

Education

Bachelor's degree

Tools

Salesforce

Orion Advisor Services

Job description

Job Summary

The Client Service Manager is responsible for managing the administration of client services as it pertains to client interaction and management of accounts, and general office management activities

Essential Duties and Responsibilities

• Manage new client implementation process
• Build and maintain client relationships aimed at client retention
• Coordinate and direct client activities with other team members and assist as necessary
• Maintain up-to-date familiarity of industry trends that affect the investment market
• Manage special requests or projects as directed by Wealth Advisor team
• Adhere to ethics and associate code of conduct policies and, as appropriate, communicate the same to team members
• Perform other duties as assigned

Skills

• Has positive attitude, with an exceptional client service demeanor
• Ability to manage a team and build a strong rapport with team members
• Strong verbal and written communication skills
• The ability to manage multiple tasks and maintain the necessary attention to detail
• Ability to organize time and perform tasks with minimal direction
• Highly organized with strong analytical and problem solving skills

Required Education and Experience

• Bachelor’s degree, preferred
• Two or more years of related work experience in financial services and high net worth client service or equivalent experience
• Strong PC proficiency required, experience with Salesforce and Orion Advisor Services preferred

EOE M/F/D/V