Sr. Client Service Specialist (ATL)

Mercer Advisors(2 months ago)

HybridFull TimeSenior$68,430.95 - $80,507Wealth Management

About this role

A Senior Client Service Specialist at Mercer Advisors supports the Wealth Management team by handling operational tasks and client interactions. The role involves ensuring client requests are processed accurately and efficiently, maintaining data integrity, and working collaboratively within a client-focused environment.

View Original Listing

Required Skills

Client Service
Operations
Data Entry
MSWord
Excel
Outlook
CRM
Client Management
Financial Services
Communication

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.

View more jobs at Mercer Advisors →