Mariner Holdings
Client Success Associate, Wealth Management
Mariner Holdings, Los Altos, California, United States, 94024
A national financial services firm is looking for a Client Service Associate in California. This crucial role involves building client relationships, managing administrative duties, and providing exceptional service. Candidates should hold a high school diploma and preferably a bachelor's degree, alongside relevant financial services experience. Excellent communication skills and PC proficiency are essential. The position offers competitive pay ranging from $47,000 to $78,000 annually, reflecting the cost of talent across various markets.
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