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Senior Wealth Client Services & Ops Specialist

Job in McLean, Fairfax County, Virginia, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Services, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm in McLean, VA, is seeking a Sr. Client Service Specialist to support the Wealth Management team. This role focuses on delivering operational support for high net worth clients, ensuring compliance with paperwork, and coordinating with internal departments. Ideal candidates will have over five years of experience in a financial setting, a strong emphasis on communication and organizational skills, and a commitment to client satisfaction.

The firm offers competitive compensation and a dynamic work environment.
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Position Requirements
10+ Years work experience
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