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Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money.
Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money A family office for your family.
We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.
Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care.
And we do this as an independent, national fiduciary which means we are committed to always working in the clients’ best interest.
When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base.
We bring together the best talent wherever they live with no formal headquarters, and many flexible working arrangements so we can assemble the best team.
Job Summary
The primary focus of a 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 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.
Essential Job Functions include :
Qualifications
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 work station.
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 :
Last updated : 2024-04-27
Full Time
$78k-104k (estimate)
04/29/2024
07/25/2024
The job skills required for Client service specialist include Client Service, Customer Service, Scheduling, Problem Solving, Planning, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service specialist positions, which can be used as a reference in future career path planning. As a Client service specialist, it can be promoted into senior positions as a Customer Service Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service specialist. You can explore the career advancement for a Client service specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Specialist job description and responsibilities
Build and nurture strong personal relationships with clients.
03/06/2022: Boise, ID
Client services representatives manage client relationships and provide customer support.
02/22/2022: Pittsfield, MA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Specialist jobs
These positions require familiarity with customer services tools and programs.
01/27/2022: Bradenton, FL
Communicate clearly with customers.
01/17/2022: Jacksonville, FL
Step 3: View the best colleges and universities for Client Service Specialist.