Client Service Associate; Springfield, MO

Client Service Associate

Remote, USA;
Springfield

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.

Responsibilities:

• Responsible for day-to-day operations and administrative support for one or more registered representative 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

Requirements:

Education:

High School diploma with a Bachelor's degree highly preferred

Experience:

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

Certifications:

Notary designation a plus FINRA Series 7 preferred, but can be obtained within 18 months after start

Job

Skills:

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 (Junxure) 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 workstation, no heavy lifting over 10 lbs.

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.

Base Pay Range $23 - $26 USD

Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing