For more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today we serve over 31300 families across 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons for two consecutive years Mercer Advisors is an independent fiduciary legally bound to act in our clients best interests always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women reflecting the clients we serve. With a flexible national footprint we build our teams around exceptional talent wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons top RIA ranking is based on a combination of metrics including size growth service quality technology succession planning and others. No fee was paid for participation in the ranking however Mercer Advisors has paid a fee to Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere.
Job Summary:
The primary focus of a Client Service Coordinator is to provide excellent service and administrative support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. As a Client Service Coordinator 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.
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
General office administration duties
Other duties as needed
Requirements:
Education:
High School diploma with a Bachelors degree highly preferred
Experience:
Prior experience working in an office environment with a customer service focus
Financial services industry a plus
Certifications:
Notary designation a plus
Job Skills:
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; prior use of CRM system (Salesforce) a plus
Strong desire for continuous self-learning and professional growth
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.
Actual base pay within this range will be based on a variety of factors including but not limited to the applicants geographic location relevant experience education skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors incentive compensation programs.
Base Pay Range
$25.50 - $30 USD
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
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
Maternity benefits utilizing company paid STD any supplemental STD plus Parental Leave (8 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 lifes challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal state or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
For information about applicant rights required employment notices E-Verify participation and state specific disclosures please review ourApplicant Notices and Employment Rights.
If you are a resident of California learn more about Mercers California Consumer Privacy Policyhere. CCPA Notice at Collection
Required Experience:
IC
Why Work at Mercer AdvisorsFor more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of compre...
Why Work at Mercer Advisors
For more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today we serve over 31300 families across 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons for two consecutive years Mercer Advisors is an independent fiduciary legally bound to act in our clients best interests always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women reflecting the clients we serve. With a flexible national footprint we build our teams around exceptional talent wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons top RIA ranking is based on a combination of metrics including size growth service quality technology succession planning and others. No fee was paid for participation in the ranking however Mercer Advisors has paid a fee to Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere.
Job Summary:
The primary focus of a Client Service Coordinator is to provide excellent service and administrative support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. As a Client Service Coordinator 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.
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
General office administration duties
Other duties as needed
Requirements:
Education:
High School diploma with a Bachelors degree highly preferred
Experience:
Prior experience working in an office environment with a customer service focus
Financial services industry a plus
Certifications:
Notary designation a plus
Job Skills:
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; prior use of CRM system (Salesforce) a plus
Strong desire for continuous self-learning and professional growth
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.
Actual base pay within this range will be based on a variety of factors including but not limited to the applicants geographic location relevant experience education skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors incentive compensation programs.
Base Pay Range
$25.50 - $30 USD
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
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
Maternity benefits utilizing company paid STD any supplemental STD plus Parental Leave (8 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 lifes challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal state or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
For information about applicant rights required employment notices E-Verify participation and state specific disclosures please review ourApplicant Notices and Employment Rights.
If you are a resident of California learn more about Mercers California Consumer Privacy Policyhere. CCPA Notice at Collection
Job Location:
Monthly Salary:
Posted on:
Vacancies:
