Sr. Client Service Specialist

Why Work at Mercer Advisors

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 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons 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 Barrons 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 Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary :

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.

Responsibilities :

Requirements : Education :

High School diploma with a Bachelors 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

Work Schedule : Monday through Friday 8 : 00AM 5 : 00PM.

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

Benefits :

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following :

We are not accepting unsolicited resumes from agencies and / or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age color disability gender marital status national origin race religion sexual orientation gender identity and expression physical or mental disability genetic predisposition or carrier status or any other characteristic protected by law in accordance with all applicable federal state and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations including recruitment hiring training and development promotion transfer demotion termination layoff compensation benefits and all other terms conditions and privileges of employment in accordance with applicable federal state and local laws.

If you need an accommodation seeking employment with Mercer Advisors please email This email is for accommodation requests only. Accommodations are made on a case-by-case basis.

Applicants have rights under federal employment laws :

U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.

If you are a resident of California learn more about Mercers California Consumer Privacy Policy here.

CCPA Notice at Collection

Required Experience :

Senior IC

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Employment Type : Full Time

Experience : years

Vacancy : 1