Sr. Client Service Specialist (Boston)
Mercer Advisors(3 months ago)
About this role
Mercer Advisors is a leading independent fiduciary firm dedicated to helping families manage and grow their financial lives through integrated services. The company values diversity, flexibility, and making a meaningful impact on clients' financial wellbeing.
Required Skills
- Client Service
- Financial Industry
- Customer Service
- Organization
- Communication
- Problem-solving
- Data Management
- Account Setup
- CRM
- Collaboration
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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