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Mercer Advisors · 7 hours ago

Client Service Specialist

Salt Lake City, UT

Full-time

Onsite

Mid, Senior Level

$40K/yr - $80K/yr

5+ years exp

Mercer Advisors is a leading firm that helps families manage their financial lives through integrated services. The Client Service Specialist will provide operational support to the Wealth Management team, ensuring high-quality service for high-net-worth clients and contributing to a positive client experience.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

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 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 in cooperation with back office operation partners

Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet

Other duties as needed

Qualification

Financial services experienceClient service focusCRM system (Salesforce)Notary designationCFP designation eligibilityMS Word proficiencyMS Excel proficiencyMS Outlook proficiencyOrganizational skillsCommunication skillsProblem-solving skillsAttention to detailCollaboration skillsSelf-learning desire

Required

High School diploma or equivalent

Five years of job related experience

Financial services industry required

Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail

Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors

Excellent verbal and written communications skills a must

Strong MS Word, Excel, and Outlook skills required

Strong desire for continuous self-learning and professional growth

Preferred

Bachelors degree preferred

Prior experience working in an office environment with a customer service focus helpful

Notary designation a plus

Eligible to pursue a CFP designation

Prior use of CRM system (Salesforce) a plus

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