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Client Service Specialist
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Full-time
- Mercer Advisors is a different kind of wealth management firm.
- Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.”
- We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.
- And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.
- Our client-facing professionals of in-house experts are 50% women, as is our overall employee base.
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