Client Service Specialist

Mercer Advisors(1 month ago)

Park Cities, TX, Dallas, TXOnsiteFull TimeMedior$52,686.6 - $61,984.24Wealth Management

About this role

Mercer Advisors is seeking a Client Service Specialist to support the Wealth Management team in servicing high-net-worth clients. The role involves operational support, client communication, and coordination to ensure high-quality client service. It offers an opportunity to work within a collaborative environment and develop professional skills.

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Required Skills

Financial Services
CRM System
Client Management
Customer Service
Data Management
Communication
Organizational Skills
Microsoft Office
Problem Solving
Financial Planning

Qualifications

High School diploma or equivalent

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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