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Senior Client Service Lead – Wealth Management; Hybrid
Job in
Los Altos, Santa Clara County, California, 94024, USA
Listed on 2026-01-14
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A financial services firm is seeking a Senior Client Service Associate to deliver exceptional client service and leadership. This role plays a vital part in client relationships, ensuring a positive experience through strong communication and attention to detail. Responsibilities include managing client implementations, coordinating team activities, and participating in client meetings. Candidates should have 5+ years of client service experience, preferably in the financial services sector, and possess strong organizational skills.
The position offers a hybrid work model and competitive compensation ranging from $55,000 to $95,000 annually.
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Position Requirements
10+ Years
work experience
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