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Financial Services Financial Advisor

Wealth Management Client Services Specialist

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-02-17
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in San Diego is seeking a Client Service Specialist to provide exceptional support to the Wealth Management team. This role is crucial in enhancing the client experience and requires five years of experience in the financial services industry. You will coordinate with internal departments, maintain data accuracy, and assist in client onboarding. Excellent communication and organizational skills are essential.

The position offers competitive pay in a professional office environment.
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