Client Service Specialist

Client Service Specialist – Mercer Advisors

Join to apply for the Client Service Specialist role at Mercer Advisors.

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today 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 Barr s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.

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. The Client Service Specialist has a direct impact on the client experience and is vital to the success of the organization.

• 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.
• Onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet.
• Other duties as needed.

• High School diploma or equivalent. Bachelor's degree preferred.
• Five years of related experience.
• Financial services industry experience 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 maintaining 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 communication 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.

Monday through Friday, 8:00 AM – 5:00 PM

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.

$40,000 - $80,000 USD

Actual base pay will be based on a variety of factors, including but not limited to 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.

• 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…