Wealth Services Client Associate (Remote
Remote / Online - Candidates ideally in
Wisconsin, USA
Listed on 2026-08-05
Wisconsin, USA
Listing for:
Mercer Advisors
Remote/Work from Home
position Listed on 2026-08-05
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, Bank Customer Service
Job Description & How to Apply Below
Mercer Advisors in Springfield, MO seeks a Client Service Associate I to provide exceptional support to the brokerage service team and to ensure client satisfaction through accurate data handling and proactive service.
The role emphasizes day‑to‑day operations, paperwork accuracy, and collaboration with back‑office partners in a fast‑paced financial services environment. A high school diploma is required, with a bachelor’s degree preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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