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← Mercer Advisors

Client Service Coordinator (Portsmouth, New Hampshire)

Mercer Advisors
Location
Portsmouth, New Hampshire, United States
Posted
17 days ago
Department
Wealth Management - Client Service
What they actually want (must-haves)
  • High School diploma
  • Prior experience working in an office environment with a customer service focus
  • Excellent verbal and written communications skills
  • Strong MS Word, Excel, and Outlook skills
  • Ability to prioritize in a fast-paced environment
  • Strong desire for continuous self-learning and professional growth
Nice to have
  • Bachelor’s degree
  • Financial services industry experience
  • Notary designation
  • Prior use of CRM system (Salesforce)
What the job really is

The Client Service Coordinator at Mercer Advisors is responsible for providing administrative support to the Wealth Management team, focusing on high net worth clients. Daily tasks include answering calls and emails, scheduling, managing client data, ensuring compliance, and maintaining data integrity. This role requires strong organizational and communication skills in a collaborative office environment.

Benefits
  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions
Things to weigh
  • No mention of remote work options
  • Base pay range provided but no specific salary mentioned
  • Role involves administrative tasks which may not appeal to all candidates
Job score3.2/5
Benefits5/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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