Base: $25.50 - $30 usd; bonus/equity: not specifie...
On-site
Provide excellent service
Administrative support
Client data management
Mercer Advisors is seeking a Client Service Coordinator in Portsmouth, NH, to provide administrative support to their Wealth Management team, focusing on high net worth clients. The role emphasizes exceptional organizational and communication skills in a collaborative client-focused environment
Job Summary
The primary focus of a Client Service Coordinator is to provide excellent service and administrative support to the Wealth Management team in servicing and delivering on the needs of high net worth clients.
Responsibilities include day-to-day operations, answering inbound calls and email requests, scheduling, gathering client data, coordinating with internal departments, and managing client deposits.
Mercer Advisors offers a competitive and robust benefit package including medical, dental, vision, life insurance, disability insurance, paid holidays, generous PTO, and a 401(k) plan with a match.
Matching Summary
Match Score: 85
Mercer Advisors is seeking a Client Service Coordinator in Portsmouth, NH, to provide administrative support to their Wealth Management team, focusing on high net worth clients. The role emphasizes exceptional organizational and communication skills in a collaborative client-focused environment.
Salary
Base: $25.50 - $30 USD; Bonus/Equity: Not specified; Benefits: Included