Client Service Specialist (Charlotte, NC)
Mercer Advisors
About this role
Mercer Advisors is a well-established firm dedicated to helping families manage their financial lives through integrated services like financial planning and investment management. They value diversity, flexibility, and making a meaningful impact in their clients' financial well-being.
Skills
Qualifications
About Mercer Advisors
merceradvisors.comMercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.
Recent company news
Private Banker InternationalMercer Advisors sets up women-focused wealth practice
6 days ago
Wealth ManagementMercer Advisors Hit by ShinyHunters Data Breach
1 week ago
planadviserMercer Advisors Debuts National ‘Women & Wealth’ Practice
1 week ago
Business WireMercer Advisors Launches National Women & Wealth Practice
1 week ago
InvestmentNewsRIA moves: Mercer Advisors picks up first tax-focused firm in SoCal
Nov 12, 2025
About Mercer Advisors
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Mercer Advisors.
Salary
$68k – $80k
per year
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