Wealth Management Client Experience Coordinator
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-18
Listing for:
Merceradvisors
Full Time
position Listed on 2026-08-18
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, Customer Service Rep
Job Description & How to Apply Below
Mercer Advisors is seeking a Client Service Coordinator to support our Wealth Management team in delivering exceptional service to high net worth clients. You will play a key role in coordinating client data, handling inquiries, and ensuring accurate paperwork while maintaining strict compliance.
The role emphasizes clear communication, collaboration with internal teams, and attention to detail. Strong MS Office skills, CRM experience, and a customer‑centric mindset are essential.
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