Sr. Client Service Specialist (Bend, OR)

Mercer Advisors(2 months ago)

Bend, OROnsiteFull TimeSenior$60,000 - $80,000Wealth Management

About this role

Mercer Advisors, a top-ranked independent financial services firm, is looking for a Senior Client Service Specialist to support high net worth clients and the Wealth Management team. The role focuses on providing operational and administrative support in a collaborative, client-focused environment, contributing to a superior client experience.

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Required Skills

Customer Service
Operations
Data Management
Financial Industry
Communication
Microsoft Office
Client Relations
Account Management
Compliance
Teamwork

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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