Client Service Specialist (Walnut Creek, CA)

Mercer Advisors(1 month ago)

Walnut Creek, CAOnsiteFull TimeMedior$63,754.25 - $75,005Wealth Management

About this role

Mercer Advisors is seeking a Client Service Specialist to support their Wealth Management team by providing operational and administrative assistance to serve high-net-worth clients. The role involves managing client data, coordinating requests, and supporting the team in delivering excellent service within a collaborative environment.

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Required Skills

Client Service
Financial Services
Data Management
Communication
Organizational Skills
MS Word
Excel
Outlook
CRM
Customer Service

Qualifications

High School diploma or equivalent
Five years of job-related experience in financial services
Eligible to pursue a CFP designation

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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