Client Service Specialist

5 days ago

Wayne, Pennsylvania, United States Mercer Advisors Full time
Job Summary:

The Client Service Specialist plays a vital role in delivering exceptional client experiences and supporting the Wealth Management team in servicing high net worth clients. This dynamic role requires strong organizational, communication, and problem-solving skills to ensure seamless client interactions and operational efficiency.

Key Responsibilities:
  • Provide day-to-day operational support to Wealth Advisors, including answering client inquiries, scheduling appointments, and gathering client data for ongoing service processes.
  • Ensure all client requests are fulfilled in a timely and compliant manner, including processing paperwork and coordinating with internal departments.
  • Manage client deposits, maintain data integrity across all systems, and update records as necessary.
  • Collaborate with back-office operation partners to resolve client issues and provide research support.
  • Perform other duties as needed, including onboarding new clients, processing transfer paperwork, and setting up new accounts.
Requirements:
  • High School diploma with a Bachelor's degree highly preferred.
  • Two to Four years of job-related experience in the financial services industry.
  • Prior experience working in an office environment with a customer service focus is helpful.
  • Notary designation is a plus.
Job Skills:
  • Ability to prioritize tasks in a fast-paced environment while maintaining client focus and attention to detail.
  • Excellent verbal and written communication skills.
  • Strong MS Word, Excel, and Outlook skills required; prior use of CRM systems is a plus.
  • Strong desire for continuous self-learning and professional growth.
Work Schedule and Conditions:

Monday through Friday, 8:00AM – 5:00PM. Professional office environment, daytime hours, working inside, standing, and sitting, with occasional heavy lifting up to 10 lbs.

Benefits:
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
  • Three medical plans, including two high-deductible health plans and a traditional co-pay medical plan.
  • Health Savings Account (HSA) with company contributions.
  • Two comprehensive dental plans.
  • Vision insurance plan.
  • Dependent care savings account.
  • 14 company-paid holidays with a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days.
  • Employee assistance plan.
  • Family medical leave.
  • Paid parental leave (6 weeks).
  • Adoption assistance reimbursement program.
  • Company-paid concierge services.
  • 401(k) retirement plan with traditional and Roth plans and per-pay-period match.
  • Pet insurance.

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