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Wealth Client Services Specialist
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2026-01-15
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Accounting & Finance -
Administrative/Clerical
Job Description & How to Apply Below
A financial services company located in Sarasota, Florida, seeks a detail-oriented professional to manage client relationships and administrative duties. The role requires a high school diploma, with a preference for a bachelor's degree. Candidates should possess financial services experience and strong PC proficiency, particularly in MS Office Suite and CRM systems like Salesforce. A positive client relations attitude and excellent communication skills are essential, contributing to a collaborative team environment.
The position offers competitive compensation ranges from $47,000 to $78,000 per year.
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