Client Service Specialist

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November 19

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Mercer Advisors

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Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

📋 Description

• Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements • Coordinating with internal operation departments to ensure client requests are fulfilled • Managing client deposits • Maintaining data integrity across all systems and updating as necessary • Researching client issues in cooperation with back office operation partners • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet • Other duties as needed

🎯 Requirements

• High School diploma or equivalent. Bachelors degree preferred. • Five years of job related experience • Financial services industry required • Prior experience working in an office environment with a customer service focus helpful • Notary designation a plus • Eligible to pursue a CFP designation • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors • Excellent verbal and written communications skills a must • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus • Strong desire for continuous self-learning and professional growth

🏖️ 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays with a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (6 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match • Pet Insurance