Sr. Client Service Specialist (ATL)
Mercer Advisors(1 month ago)
About this role
Mercer Advisors, a top-ranked independent financial services firm, is seeking a Senior Client Service Specialist to support high net worth clients. The role involves providing operational support, managing client accounts, and ensuring excellent customer service within a collaborative environment.
Required Skills
- Customer Service
- Financial Industry
- Data Management
- Communication
- Problem Solving
- Organizational Skills
- Account Management
- Compliance
- Microsoft Office
- CRM
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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