Client Service Coordinator

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 comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities in the U.S. Ranked the #1 RIA Firm in the nation by Barron’s 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.

About the role

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. 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 Advisors 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

• High School diploma; Bachelor’s degree highly preferred
• Prior experience working in an office environment with a customer service focus
• Financial services industry experience a plus
• Notary designation a plus

Skills

• Ability to prioritize in a fast-paced environment while maintaining 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 communication skills
• Strong MS Word, Excel, and Outlook skills; prior use of CRM system (Salesforce) a plus
• Strong desire for continuous self-learning and professional growth

Schedule

Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions

Professional office environment, daytime hours, working inside, standing, and sitting. Will be assigned to a workstation; no heavy lifting over 10 lbs.

Pay

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s 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: $23 - $26 USD

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 Cigna medical plans 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)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones
• 401(k) Retirement Plan with both Traditional and Roth plans, per pay period match, and an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing