Client Service Associate - Louisville - Mariner

    Mariner
    Mariner Louisville

    1 week ago

    Description
    Job Description
    Responsibilities:
    • Build and maintain client relationships aimed at client retention; manage new client implementation process,
      coordinate, and direct client activities with other team members and assist as necessary.
    • Maintain client paper files and electronic data files in a timely manner;
      compile quarterly asset values for billing,journals,trnasfers,invoicing,
      annuity fees,commission fees,and collection consulting fees.

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