Sr. Client Service Specialist (Walnut Creek, CA)
Mercer Advisors(1 month ago)
About this role
Mercer Advisors is looking for a Senior Client Service Specialist to support their Wealth Management team and enhance the client experience for high net worth clients. The role involves operational support, client data handling, and coordination with internal departments in a collaborative environment.
Required Skills
- Client Service
- Relationship Management
- Financial Services
- Data Management
- Communication
- Organizational Skills
- Microsoft Excel
- Microsoft Word
- CRM
- Problem Solving
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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