Mercer Advisors
Overview
Mercer Advisors is hiring a Client Service Specialist to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Job Summary
The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. Essential Job Functions
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 Qualifications
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 Work Schedule
Monday through Friday, 8:00AM – 5:00PM Working Conditions
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary
Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. 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 plan 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 We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@MercerAdvisors.com. This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants Have Rights Under Federal Employment Laws
Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection
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Mercer Advisors is hiring a Client Service Specialist to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Job Summary
The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. Essential Job Functions
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 Qualifications
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 Work Schedule
Monday through Friday, 8:00AM – 5:00PM Working Conditions
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary
Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. 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 plan 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 We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@MercerAdvisors.com. This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants Have Rights Under Federal Employment Laws
Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection
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