Wealth Client Support Associate

A financial services firm located in Italy is seeking a Client Service Specialist to provide operational support to the Wealth Management team. The ideal candidate will have a strong background in customer service and be able to manage client relationships effectively. Responsibilities include handling client requests, maintaining data integrity, and...

Why Work at Mercer Advisors Why Work at Mercer Advisors For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families in more than 90 cities across...

Why Work at Mercer Advisors Why Work at Mercer Advisors For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families in more than 90 cities across...

A financial services firm is seeking Client Service Associates in Napoli who will provide exceptional service to Financial Advisors and clients. This role includes executing transactions, educating clients on digital tools, and managing administrative tasks. The ideal candidate will have a High School diploma, advanced Microsoft Office skills, and strong...

A leading financial services firm in Naples seeks an Associate Wealth Advisor to serve as the primary trusted advisor to high-net-worth clients.The position involves business development and delivering comprehensive financial planning.Ideal candidates have a Bachelor's degree, minimum 3 years of experience, and a CFP designation.Strong client focus,...

**Position Summary:**The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client...

**Position Summary:**The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.This role involves onboarding new clients through various programs and serving as a secondary advisor when needed.The Principal Wealth Advisor leads client...

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will...

Why Work at Mercer Advisors?For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the...

POSITION SUMMARYClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will...