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Wealth Management Client Services Specialist

2 weeks ago

Newport Beach, CA, United States Mercer Advisors Full time

A leading financial consulting firm in Newport Beach seeks a Client Service Specialist to manage day-to-day operations and provide exceptional support to Wealth Advisors. Responsibilities include handling client communications, ensuring compliance with regulatory requirements, and onboarding new clients. The ideal candidate has five years of experience in financial services and strong communication skills. This full-time role offers competitive pay and generous benefits, ensuring a supportive environment for professional growth.

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