Sr. Client Service Specialist (Boston)

Mercer Advisors; Massachusetts; On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Company-paid Life Insurance

Health Savings Account

401(k) Retirement Plan

Paid vacation and sick days

Employee Assistance Program

Job summary

A financial services firm in Massachusetts is seeking a Client Service Specialist to provide operational support to the Wealth Management team for high-net-worth clients. The role involves handling client requests, ensuring compliance with regulations, and maintaining data integrity. Candidates should have relevant experience in financial services, strong communication skills, and proficiency in Microsoft Office. A bachelor’s degree and prior customer service experience are preferred. This position offers a salary range of $40,000 to $80,000.

Qualifications

• Five years of related job experience in financial services.
• Prior experience in an office environment with a customer-service focus is helpful.
• Notary designation is a plus; eligibility to pursue a CFP designation is required.

Responsibilities

• Day‑to‑day operations and administrative support for Wealth Advisors.
• Ensure all paperwork for client requests is completed.
• Coordinate with internal operations departments to fulfill client requests.
• Manage client deposits and maintain data integrity.
• Perform onboarding of new clients and process paperwork.

Skills

Attention to detail

Strong prioritization skills

Excellent verbal communication

Excellent written communication

Customer service focus

Education

High school diploma or equivalent

Bachelor’s degree

Tools

MS Word

Excel

Outlook

Salesforce

Job description

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has helped families amplify and simplify their financial lives by integrating planning, investment management, tax, estate, insurance, and more. We proudly serve over 31,300 families in more than 90 U.S. cities and are ranked the #1 RIA firm nationwide by Barron’s. As an independent fiduciary, we are legally obligated to act in the best interests of our clients.

Job Summary

We are seeking a Client Service Specialist to provide exceptional follow‑through and operational support to the Wealth Management team in servicing high‑net‑worth clients. The role has a direct impact on client experience and contributes to the success of the organization in a collaborative, client‑focused environment.

Essential Job Functions Include

• Day‑to‑day operations and administrative support for one or more Wealth Advisors, including answering inbound calls and email requests, scheduling, and gathering client data for ongoing service processes.
• Ensure all paperwork and procedures for client requests are completed and comply with regulatory requirements.
• Coordinate with internal operations departments to fulfill client requests.
• Manage client deposits and maintain data integrity across all systems.
• Research client issues in cooperation with back‑office partners.
• Perform onboarding of new clients, process transfer paperwork, and set up new accounts with custodians and Envestnet, as needed.
• Perform other duties as required.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Five years of related job experience in financial services.
• Prior experience in an office environment with a customer‑service focus is helpful.
• Notary designation is a plus; eligibility to pursue a CFP designation is required.
• Strong prioritization skills and attention to detail in a fast‑paced environment.
• Excellent verbal and written communication skills.
• Proficient in MS Word, Excel, Outlook; knowledge of Salesforce (CRM) is a plus.
• Demonstrated desire for continuous learning and professional growth.

Work Schedule

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

Working Conditions

Professional office environment; daytime hours; work will be performed inside and may involve standing and sitting at a workstation.

Salary

Average annual salary range: $40,000 – $80,000. Base pay is based on location, experience, education, and other factors. The position may also earn incentive compensation through Mercer Advisors’ incentive programs.

Benefits

• Company‑paid Basic Life & AD&D Insurance
• Company‑paid Short‑Term and Long‑Term Disability Insurance
• Supplemental Life & AD&D, Short‑Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance
• Three medical plan options including two HDHPs and a Traditional Co‑Pay plan
• Health Savings Account with company contributions for HDHP enrollees
• Two comprehensive Dental Plans
• Vision Insurance
• Dependent Care Savings Account
• 14 paid holidays with an extended Thanksgiving week off
• Paid vacation and sick days
• Employee Assistance Program
• Family Medical Leave and Paid Parental Leave (6 weeks)
• Maternity benefits including STD and supplemental STD
• Adoption Assistance Reimbursement Program
• Company‑paid Concierge Services
• 401(k) Retirement Plan with Traditional and Roth options and company match
• Pet Insurance

We are not accepting unsolicited resumes from agencies or search firms for this 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. All aspects of employment—recruitment, hiring, training, promotion, transfer, termination, layoff, compensation, benefits, and other employment terms—are administered in accordance with applicable federal, state, and local laws.

If you need an accommodation while seeking employment with Mercer Advisors, please email [e-mail]. Accommodations are made on a case‑by‑case basis. This email is for accommodation requests only; we cannot answer general inquiries here.

Applicants Have Rights Under Federal Employment Laws

• Family and Medical Leave Act (FMLA)
• Employee Polygraph Protection Act (EPPA)
• Equal Employment Opportunity (EEO)

Verification of Eligibility

• E‑Verify
• Right to Work