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Financial Services Financial Advisor Financial Consultant

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, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in San Diego is seeking a Client Service Specialist to provide operational support to Wealth Advisors. The ideal candidate will have experience in the financial services industry, excellent communication skills, and proficiency in relevant software tools. Responsibilities include coordinating client requests, ensuring regulatory compliance, and managing client interactions. Competitive compensation package and comprehensive benefits offered.
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