Mercer Advisors
A leading financial services firm in Bellevue, WA, is seeking a Client Service Specialist to support Wealth Advisors in servicing high-net-worth clients. The ideal candidate will have excellent organizational and communication skills, with at least five years of experience in the financial services industry. The role involves daily operations and administrative support, compliance oversight, and enhancing client experiences. A Bachelor's degree is preferred and eligibility for CFP designation is a plus. This role offers competitive compensation and a robust benefits package.
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