What are the responsibilities and job description for the Client Service Specialist position at Mercer Global Advisors Inc?
A company is looking for a Client Service Specialist to provide operational support to the Wealth Management team for high-net-worth clients.Key ResponsibilitiesProvide day-to-day operational and administrative support for Wealth Advisors, including managing client communications and requestsEnsure compliance with paperwork and procedures for client requests and coordinate with internal departmentsMaintain data integrity and assist in onboarding new clients and processing account transfers as neededRequired QualificationsHigh School diploma or equivalent; Bachelor's degree preferredFive years of experience in the financial services industryPrior experience in a customer service-focused office environment is helpfulNotary designation is a plus; eligible to pursue CFP designationStrong proficiency in MS Word, Excel, and Outlook; prior experience with CRM systems like Salesforce is a plus
