Sr. Client Service Specialist

Mercer Advisors(2 months ago)

Scottsdale, AZOnsiteFull TimeSenior$60,350.32 - $71,000.38Wealth Management

About this role

A Sr. Client Service Specialist supports the Wealth Management team by providing operational and administrative assistance to high net worth clients, ensuring smooth client service and adherence to compliance. The role focuses on client data management, coordination with internal departments, and supporting financial processes within a collaborative team environment.

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Required Skills

Customer Service
Data Management
Communication
Organization
Financial Services
Microsoft Office
Client Relationships
Compliance
Account Management
Operations

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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