Taylor Johnson
Client Service Specialist at Mercer Advisors
Based in Dallas, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Dallas
Industry
Financial Services
Company size
1.3K
Contact information
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t•••••••@merceradvisors.com
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Background
About Taylor Johnson
As a Client Service Associate at Tolleson Wealth Management, I provide high-quality service and solutions to private clients with complex financial needs. I work with a team of advisors and specialists to support customized wealth planning, investment management, cash management, and banking services. I have over seven years of experience in the finance and consumer sales industry, with a proven track record of achieving high client satisfaction and retention rates. Previously, I worked at Goldman Sachs as a Consumer Wealth Management Associate, where I supported a portfolio of over 100 clients with $500 million in assets under management.My goal is to deepen my knowledge and skills in client relations and wealth management, and to contribute to the success and growth of my skills with client service. I enjoy the challenge of connecting the needs of diverse and sophisticated clients to tailored and innovative solutions, while delivering the highest standards of service and professionalism.
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