Sr. Client Service Specialist; ATL

Overview

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has helped families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, managed by a single team. We proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.

Mercer Advisors offers a distinct work environment with a diverse team and flexible working arrangements. Our employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

The primary focus of a Sr. 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 Sr. Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.

• Responsible for day-to-day operations and administrative support for one or more Wealth Advisors 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
• Onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet where appropriate
• Guiding and training peers on new tasks
• Other duties as needed

• High School diploma with a Bachelor’s degree highly preferred

• Five plus years of job related experience required
• Financial services industry required
• Prior experience working in an office environment with a customer service focus helpful

• Notary designation a plus

• Ability to prioritize in a fast-paced environment while maintaining client focus and 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 are 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, 8:00 AM – 5:00 PM.

Working Conditions:

Professional office environment, daytime hours, working inside, standing and sitting, assigned to a workstation.

Actual base pay within this range will be based on factors including geographic location, relevant experience, education, skills and licenses/certifications. This position is eligible to earn incentive compensation through Mercer Advisors’ programs.

Pay Range: $55,251.70 - $65,002 USD

• 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
• Medical plans including two High Deductible Health Plans and a Traditional Co-Pay plan
• Health Savings Account (HSA) with company contributions
• Dental and Vision plans
• Dependent Care Savings Account
• Paid Holidays and generous paid time off
• Employee Assistance Plan and Family Medical Leave
• Paid Parental Leave (6 weeks) and related maternity/recovery benefits
• Adoption Assistance Reimbursement Program
• Concierge Services for family care and life’s challenges
• 401(k) with…