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Wealth Management Client Services Specialist

$40k - $80k

Mercer Advisors

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. #J-18808-Ljbffr Mercer Advisors

Vacancy posted 3 days ago
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