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Mercer Advisors · 4 days ago

Client Account Manager (Business Management)

LA Metro Area

Full-time

Hybrid

Senior Level, Lead/Staff

$142K/yr - $167K/yr

10+ years exp

Mercer Advisors is a leading financial services firm dedicated to helping families manage their financial lives. They are seeking a seasoned Account Manager to join their Business Management team, who will serve as the primary point of contact for clients and oversee various financial management tasks.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

Serve as the primary point of contact for clients, managing day-to-day communications and handling requests, inquiries, and special projects (e.g., asset purchases)

Prepare, review, and maintain financial statements, including general ledger coding and upkeep

Record and track investments, ensuring accuracy and compliance

Perform bank account reconciliations and manage accounts receivable and payable, including deposits and bill payments through Datafaction/DF Imaging/AgilLink

Oversee payroll processing, 1099 reporting, business license registrations/renewals, and sales/use tax filings

Prepare and submit guild reporting

Support insurance and benefits administration, including medical claims, non-medical insurance requirements, pension plan administration, and life insurance/insurance trusts (familiarity required)

Maintain organized records through document scanning and secure digital filing

Supervise and mentor assistant(s), providing guidance and oversight

Perform additional responsibilities as needed to support clients and the team

Qualification

Business management experienceBookkeeping experienceDatafactionAgilLinkMicrosoft Office proficiencyAnalytical skillsClient relationship managementOrganizational skillsCommunication skillsTeam collaboration

Required

Minimum of 5 years of business management and/or bookkeeping experience (Business Management industry experience strongly preferred)

Bachelor's degree in Accounting, Finance, or Business Administration a plus

Proficiency in Datafaction/DF Imaging and AgilLink required; strong knowledge of Microsoft Office (Excel, Word, Outlook) and data management tools

Exceptional organizational skills with keen attention to detail, accuracy, and follow-through

Strong analytical, critical thinking, and problem-solving abilities

Excellent verbal, written, and interpersonal communication skills

Demonstrated ability to build and maintain strong client relationships

Collaborative team player with proven experience supervising and mentoring staff

Preferred

Experience with Microsoft Teams preferred

Benefits

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 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.

14 Company Paid Holidays with 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 (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 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

Pet Insurance