Client Service Specialist

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.

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. As a 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.

Essential Job Functions include

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 processesEnsuring all paperwork and procedures for client requests are completed and adhere to compliance requirementsCoordinating with internal operation departments to ensure client requests are fulfilledManaging client depositsMaintaining data integrity across all systems and updating as necessaryResearching client issues in cooperation with back office operation partnersSome duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and EnvestnetOther duties as needed

Qualifications

High School diploma or equivalent. Bachelors degree preferred.Five years of job related experienceFinancial services industry requiredPrior experience working in an office environment with a customer service focus helpfulNotary designation a plusEligible to pursue a CFP designationAbility to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detailEnjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendorsExcellent verbal and written communications skills a mustStrong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plusStrong 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 work station.

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 InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical planHealth Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical planTwo comprehensive Dental PlansVision Insurance PlanDependent Care Savings Account for child and dependent care14 Company Paid Holidays with a full week off at ThanksgivingGenerous paid time off program for vacation and sick daysEmployee Assistance PlanFamily Medical LeavePaid 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 timeAdoption Assistance Reimbursement ProgramCompany 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 more401(k) Retirement Plan with both Traditional and Roth plans with per pay period matchPet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.