Client Service Associate; Springfield, MO

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests—always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client‑facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent—wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

The primary focus of a Client Service Associate I is to provide excellent follow‑through and operational support to the brokerage service team in servicing and delivering on the needs of high‑net‑worth clients. As a Client Service Associate, 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 registered representatives, 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 brokerage service team, custodians, and Black Diamond
• Other duties as needed

Education:

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

• 2–3 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
• FINRA Series 7 preferred, but can be obtained within 18 months after start

• 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 (Junxure) a plus
• Strong desire for continuous self‑learning and professional growth

• Core knowledge of the industry and economic landscape
• Seasoned working knowledge of data and financial metrics relevant to the job
• Strong working and core knowledge of Broker‑Dealer Office Operations and relationships to other Firm operational groups
• Foundational understanding of Junxure and core technology platforms (Microsoft Office, Laserfiche, Custodian Sites, Task Management tools, Docu Sign, etc.) at an expert level
• Some knowledge and continued development of Black Diamond and assisting with ad‑hoc reporting requests
• Foundational knowledge of aspects of compliance as related to job tasks in the role and a growing understanding of compliance requirements

• Teamwork &
  
  Collaboration:
  
  Actively practices teamwork and collaboration within and beyond the assigned team—e.g., with Branch Ops or Investment Ops and other mid and back office operations
• Balance Priorities:
  Balances competing priorities and manages time pressures with…