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Wealth Management Client Services Specialist

Job in Lawrence, Essex County, Massachusetts, 01842, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 40000 - 80000 USD Yearly USD 40000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Massachusetts is seeking a Client Service Specialist to provide operational support to the Wealth Management team for high-net-worth clients. The role involves handling client requests, ensuring compliance with regulations, and maintaining data integrity. Candidates should have relevant experience in financial services, strong communication skills, and proficiency in Microsoft Office. A bachelor’s degree and prior customer service experience are preferred.

This position offers a salary range of $40,000 to $80,000.
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