Sr Client Service Specialist

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing.

Please see important information about the ranking criteria methodology here .

The primary focus of a Sr. Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. As a Sr. Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem‑solving skills.

• Responsible for day‑to‑day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes
• Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements
• Coordinating with internal operation departments to ensure client requests are fulfilled.
• Maintaining data integrity across all systems and updating as necessary
• Researching client issues in cooperation with back office operation partners
• Some duties can include if appropriate – onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet
• Guiding and training peers on new tasks
• Other duties as needed

Education: High School diploma with a Bachelor’s degree highly preferred.

Experience: Five plus years of job related experience required; financial services industry required; prior experience working in an office environment with a customer service focus helpful.

Certifications: Notary designation a plus.

Job

Skills:

Ability to prioritize in a fast‑paced environment while maintain client focus and demonstrating attention to detail; enjoy collaborating and building positive relationships internally with co‑workers and externally with clients and business vendors; excellent verbal and written communications skills a must; strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus; strong desire for continuous self‑learning and professional growth.

Monday through Friday, 8:00 AM – 5:00 PM.

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

$65,000 - $77,000 USD

• Company…