Client Service Specialist

Mercer Advisors(4 months ago)

New York, NYOnsiteFull TimeSenior$63,750 - $75,000Wealth Management

About this role

Mercer Advisors is seeking a Client Service Specialist to support their Wealth Management team in delivering high-net-worth client services. The role involves operational support, client interaction, and coordination with various departments to ensure excellent service and compliance.

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Required Skills

Client Service
Operations
Communication
Problem Solving
Data Management
Financial Services
Account Setup
CRM
Organizational Skills
Client Relations

Qualifications

High School Diploma
Five years of experience
Financial services industry experience
Customer Service experience
CFP candidate

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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