Wealth Management Client Services Specialist

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.
We have an opening for a Wealth Management Client Services Specialist in MA, United States within Sales. Our group is growing, and we are hiring a Wealth Management Client Services Specialist in MA, United States. This role is for the Wealth Management Client Services Specialist role at Mercer Advisors.