Client Service Specialist (Charlotte, NC)
Mercer Advisors(21 days ago)
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.
Required Skills
- Customer Service
- Financial Industry
- Operations Support
- CRM
- MS Office
- Communication
- Time Management
- Client Relations
- Data Management
- Problem Solving
Qualifications
- High School diploma or equivalent
- Five years of related experience
- Financial services industry experience
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.
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