Sr. Client Service Specialist (Richmond, VA)

Mercer Advisors(1 month ago)

RichmondOnsiteFull TimeSenior$63,325.16 - $74,500.19Wealth Management

About this role

Mercer Advisors is seeking a Sr. Client Service Specialist to support their Wealth Management team by handling operational tasks and ensuring excellent client service for high net worth clients. The role involves coordination with internal departments, managing client accounts, and maintaining data integrity within a collaborative environment.

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Required Skills

Client Service
Operation Support
Data Management
Financial Services
Communication
Organizational Skills
Compliance
Account Management
Teamwork
Microsoft Office

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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