Mercer Advisors · 11 hours ago
National Client Service Specialist
United States
Full-time
Remote
Entry Level
$55K/yr - $65K/yr
1+ years expMercer Advisors is a leading firm in financial services dedicated to improving the financial lives of families. The National Client Service Specialist plays a crucial role in ensuring excellent client service and operational support for Wealth Management teams, focusing on high net worth clients and their needs.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Responsible for day-to-day operations support, including but not limited to money movements, account maintenance requests, Salesforce case entry and management, for Wealth Management Teams as part of the National Client Service Team
Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements
Coordinating with internal operation departments to ensure WMT 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
Required
High School diploma with a Bachelor's degree highly preferred
One to Three years of job-related experience
Financial services industry required
Prior experience working in an office environment with a customer service focus helpful
Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail
Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion
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
Notary designation a plus
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
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity
Leadership Team
Peter Ip
Senior Vice President and Relationship Manager
Recent News
2026-01-07
2026-01-07
Company data provided by crunchbase