Client Services Coordinator — Wealth Management Support

Mercer Advisors; Portsmouth (NH); On-site; USD 54,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

401(k) plan

Paid holidays

Paid time off

Parental leave

Job summary

Mercer Advisors, based in Portsmouth, NH, seeks a Client Service Coordinator to support the Wealth Management team and enhance the client experience. You will handle calls, emails, scheduling, data gathering, and cross‑department coordination.

The role emphasizes attention to detail, strong communication, and collaboration with clients and colleagues. Base pay ranges with incentives are offered, with comprehensive benefits and a structured workday.

Qualifications

• High School diploma required; Bachelor’s degree highly preferred.
• Experience in a customer-service office environment is desirable.
• Financial services experience is a plus.

Responsibilities

• Provide day-to-day operations and administrative support for Wealth Advisor(s) including calls and emails.
• Schedule and gather client data for ongoing service processes.
• Ensure paperwork for client requests complies with requirements.
• Coordinate with internal departments to fulfill client requests.
• Maintain data integrity across systems.

Skills

Customer service

Communication

Microsoft Word

Microsoft Excel

Microsoft Outlook

Salesforce CRM

Data entry

Team collaboration

Attention to detail

Education

High School Diploma

Bachelor’s degree preferred

Tools

Salesforce CRM

Job description

Mercer Advisors, based in Portsmouth, NH, seeks a Client Service Coordinator to support the Wealth Management team and enhance the client experience. You will handle calls, emails, scheduling, data gathering, and cross‑department coordination.

The role emphasizes attention to detail, strong communication, and collaboration with clients and colleagues. Base pay ranges with incentives are offered, with comprehensive benefits and a structured workday.