Client Service Specialist; Walnut Creek, CA

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, and insurance services, all 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 that reflects our commitment to diversity. Our employee base and client-facing team are composed of 50% women. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us to make a meaningful impact on the financial lives of families across the country.

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. You will have a direct impact on the client experience and be vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment using strong 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
• Ensure all paperwork and procedures for client requests are completed and adhere to compliance requirements
• Coordinate with internal operation departments to fulfill client requests
• Manage client deposits
• Maintain data integrity across all systems and update as necessary
• Research client issues in cooperation with back-office operation partners
• Onboard new clients, process transfer paperwork, set up new accounts while coordinating with the wealth management team, custodians and Envestnet (where appropriate)
• Other duties as needed

• High School diploma or equivalent;
  Bachelor's degree preferred
• Five years of job-related experience
• Financial services industry experience required
• Prior experience 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 attention to detail
• Ability to collaborate and build positive internal and external relationships
• Excellent verbal and written communication skills
• Strong MS Word, Excel, and Outlook skills; 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; assigned to a work station.

Base pay is within the stated range and depends on factors such as geographic location, experience, education, skills, and licenses/certifications. This position is eligible to earn incentive compensation through Mercer Advisors’ programs.

Base Pay Range
$63,754.25 - $75,005 USD

Mercer Advisors offers a competitive and robust benefits package focused on health and welfare needs for employees and eligible dependents. Benefits include:

• Company-paid Basic Life & AD&D Insurance
• Company-paid Short-Term and Long-Term Disability Insurance
• Additional life and disability and related insurances
• Three medical plan options, including two High Deductible Health Plans and one Traditional Co-Pay plan
• Health Savings Account (HSA) with company contributions when enrolled in an HDHP
• Two comprehensive Dental Plans
• Vision Insurance
• Dependent Care Savings Account
• 14 Company-Paid Holidays
• Generous paid time off for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks) and related maternity benefits
• Adoption Assistance Reimbursement
• Concierge Services for dependents and other family needs
• 401(k)…