Wealth Management Client Experience Coordinator

Merceradvisors; Atlanta (GA); On-site; USD 31,684 - 35,817; Full time

Benefits offered by this job

Health insurance

401(k) Retirement Plan

Paid holidays

Job summary

Mercer Advisors is seeking a Client Service Coordinator to support our Wealth Management team in delivering exceptional service to high net worth clients. You will play a key role in coordinating client data, handling inquiries, and ensuring accurate paperwork while maintaining strict compliance.

The role emphasizes clear communication, collaboration with internal teams, and attention to detail. Strong MS Office skills, CRM experience, and a customer‑centric mindset are essential.

Qualifications

• Education background includes high school diploma with a bachelor’s degree preferred.
• Experience in an office environment with a customer service focus is required.
• Notary designation is a plus.

Responsibilities

• Provide day-to-day operations and administrative support for one or more Wealth Advisors; handle calls and emails and prepare client data for service processes.
• Ensure paperwork and procedures for client requests meet compliance requirements.
• Coordinate with internal departments to fulfill client requests and manage deposits.

Skills

Prioritization

Relationship building

Written and verbal communication

MS Word

Excel

Outlook

CRM systems

Self-learning

Education

High School diploma

Bachelor’s degree preferred

Tools

Salesforce

Job description

Mercer Advisors is seeking a Client Service Coordinator to support our Wealth Management team in delivering exceptional service to high net worth clients. You will play a key role in coordinating client data, handling inquiries, and ensuring accurate paperwork while maintaining strict compliance.

The role emphasizes clear communication, collaboration with internal teams, and attention to detail. Strong MS Office skills, CRM experience, and a customer‑centric mindset are essential.