Wealth Management Client Service Specialist

Merceradvisors; Portsmouth (NH); On-site; USD 36,000 - 43,000; Full time

Benefits offered by this job

Company-paid life insurance

Disability insurance

401(k) with company match

Paid holidays & PTO

Job summary

Mercer Advisors is seeking a Client Service Coordinator to support our Wealth Management team and high-net-worth clients. You will deliver exceptional service, coordinate data and documentation, and help ensure accurate processing of client requests.

Strong organizational and communication skills are essential, along with proficiency in MS Word, Excel, Outlook, and CRM familiarity. Join a collaborative, client-focused environment with comprehensive benefits and growth opportunities.

Qualifications

• Requires strong communication and organizational skills.
• Customer-service focus with office experience preferred.
• Experience with CRM systems is a plus.

Responsibilities

• Provide day-to-day operations and admin support for Wealth Advisor.
• Process inbound calls and emails, schedule data gathering for services.
• Ensure paperwork and procedures meet compliance.
• Coordinate with internal teams to fulfill client requests.
• Manage client deposits and maintain data integrity.
• Perform general office duties and other tasks as needed.

Skills

Prioritization

Relationship building

Verbal & written comms

MS Office & CRM

Continuous learning

Education

High School diploma / Bachelor's preferred

Tools

Salesforce

Job description

Mercer Advisors is seeking a Client Service Coordinator to support our Wealth Management team and high-net-worth clients. You will deliver exceptional service, coordinate data and documentation, and help ensure accurate processing of client requests.

Strong organizational and communication skills are essential, along with proficiency in MS Word, Excel, Outlook, and CRM familiarity. Join a collaborative, client-focused environment with comprehensive benefits and growth opportunities.