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Mercer Advisors · 4 days ago

Wealth Management Team Intern

Boulder, CO

Internship

Onsite

Intern

$20/hr - $20/hr

Mercer Advisors is a leading independent fiduciary firm that has been helping families with financial planning and investment management for 40 years. As a Wealth Management intern, you will assist with client service requests and support the team in providing a high level of service to clients while gaining valuable experience in the financial services industry.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

Assist with client service requests and special projects placing the highest priority on client satisfaction

Utilize the Contact Relationship Management system to track client information and data

Support the team with administrative tasks as needed

Act as an onsite dedicated service associate on a wide range of client issues

Research and resolve client concerns in cooperation with local and centralized teams

Adhere to all compliance/risk procedures and follow corporate and industry protocols

Ensure that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements

Assist Director in performing daily key activities for the local office(s)

Contribute to a positive and empowering environment across teams

Other duties as needed

Qualification

Analytical skillsMicrosoft Office SuiteCommunication skillsClient serviceTeamworkProblem-solving skillsIntegrity

Required

Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master's program

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)

Ability to work independently and as part of a team

High level of integrity and professionalism

Interest and/or passion for development of financial services industry knowledge

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