Client Service Specialist (Morristown, NJ)

Mercer Advisors(22 days ago)

OnsiteFull TimeMedior$61,208.4 - $72,009.88Wealth Management

About this role

Mercer Advisors seeks a Client Service Specialist to support its Wealth Management team by providing operational and administrative assistance for high-net-worth clients. The role involves ensuring smooth client service processes, coordinating with internal departments, and maintaining data accuracy in a fast-paced, client-focused environment.

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Required Skills

Customer Service
Operations
Communication
Data Management
Financial Services
CRM
Teamwork
Organization
Problem Solving
Compliance

About Mercer Advisors

merceradvisors.com

Mercer 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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