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Financial Services

Wealth Management Client Service Specialist

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Services
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 advisory firm in Walnut Creek is looking for a Client Service Specialist to provide exceptional support to the Wealth Management team. You will directly impact client experiences for high-net-worth individuals, ensuring compliance and operational efficiency. This position requires strong organizational and communication skills, with a background in financial services preferred. You'll join a collaborative team focused on delivering excellent client service in a dynamic office environment.

Competitive salary and comprehensive benefits included.
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