Sr. Client Service Specialist
Mercer Advisors(3 months ago)
About this role
Mercer Advisors, a leading independent financial advisory firm, is seeking a Senior Client Service Specialist to support their Wealth Management team. The role involves providing operational and administrative support to enhance the client experience for high net worth clients. The position emphasizes teamwork, organization, and client-focused service in a professional office environment.
Required Skills
- Client Service
- Operations Support
- Financial Services
- Data Entry
- Customer Communication
- CRM
- Microsoft Office
- Account Management
- Relationship Building
- Financial Planning
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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