Client Service Specialist (Sorrento Valley - San Diego)
Mercer Advisors(13 days ago)
About this role
Mercer Advisors is a financial services firm that integrates planning, investment management, tax, estate, and insurance services to help families manage their financial lives. They focus on providing a collaborative, client-focused environment with a commitment to diversity and professional growth.
Required Skills
- Customer Service
- Financial Planning
- Data Management
- Communication
- Problem Solving
Qualifications
- High School diploma or equivalent
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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