Client Service Specialist (Santa Barbara, CA)

Mercer Advisors(21 days ago)

Santa Barbara, CAOnsiteFull TimeMedior$51,987.9 - $61,162.19Wealth Management

About this role

A Client Service Specialist at Mercer Advisors supports the Wealth Management team by handling operational tasks and client service functions for high-net-worth clients. The role involves coordinating client requests, managing data, and ensuring compliance to enhance the client experience in a collaborative environment.

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Required Skills

Customer Service
Operations
Data Management
Financial Services
Communication
Microsoft Excel
CRM
Organization
Problem Solving
Client Relations

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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