Client Service Specialist (Newport Beach, CA)
Mercer Advisors(1 month ago)
About this role
Mercer Advisors offers a collaborative and client-focused environment where a Client Service Specialist supports the Wealth Management team in servicing high-net-worth clients. The role emphasizes operational support, client relationship management, and ensuring compliance with industry standards.
Required Skills
- Customer Service
- Financial Services
- Data Management
- Communication
- Problem Solving
- MS Office
- CRM
- Client Relations
- Account Management
- Finance
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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