Senior Client Success & Relations Lead

Mariner; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Mariner is seeking a Senior Client Service Associate to deliver exceptional service, nurture client relationships, and provide leadership within a growing team. You will handle client onboarding, maintain files, support billing and office operations, participate in meetings, and identify value-added services Mariner can offer.

This role requires a high school diploma (bachelor's preferred) and 5+ years in client service in financial services; strong communication and organizational skills are

Qualifications

• Client service experience in financial services.
• Strong communication and organizational skills.
• Ability to manage multiple tasks with attention to detail.

Responsibilities

• Build and maintain client relationships aimed at client retention.
• Manage onboarding and implement new clients efficiently.
• Maintain client files and support billing, invoicing and transfers.
• Participate in client meetings and follow up on action items.
• Identify value-added services to meet client needs.

Skills

Problem solving

MS Office Suite

Written communication

Team player

Attention to detail

Education

High school diploma required; bachelor's degree preferred

Tools

Salesforce

Redtail

eMoney

Job description

Mariner is seeking a Senior Client Service Associate to deliver exceptional service, nurture client relationships, and provide leadership within a growing team. You will handle client onboarding, maintain files, support billing and office operations, participate in meetings, and identify value-added services Mariner can offer.

This role requires a high school diploma (bachelor's preferred) and 5+ years in client service in financial services; strong communication and organizational skills are