Mercer Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help them to develop a clear vision of their life goals. We then support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life. Our staff of over 500 in 50+ offices coast-to-coast includes financial advisors, attorneys, CPAs, investment experts, and other skilled and talented professionals who want to create a life of choices and freedom for each and every client.
Job Summary:
The primary responsibility of a Client Associate is to provide excellent follow-through and operational support to the Client Advisor team in servicing and delivering on the needs of high net worth clients. As a Client 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. This is a role that offers great career path opportunities.
Responsibilities:
- Responsible for day-to-day operations and administrative support for one or more Client Advisors 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 is cooperation with back office operation partners
- If licensed upon hire, onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the client service unit, custodians and Envestnet, and placing trades
- Other duties as needed
- Bachelor’s degree or equivalent experience
- Bachelor’s degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related)
- Excellent communication and computers skills, including MS Word, Outlook and Excel
- Enjoy collaborating and building positive relationships
- Client or customer service experience preferred
- Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail
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.
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 up to 2x your base salary
- 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
- 13 company Paid Holidays with a full week off for Thanksgiving week
- Paid Time Off programs – accrued vacation of 15 days (3 weeks) and accrued sick of 10 days (2 weeks) per service year
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave
- Adoption Assistance Reimbursement Program
- 401(k) Savings Plan with per pay period employer match
- Pet 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.
Source: Indeed.com
Click Here To Apply
