National Client Service Specialist
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $55,252 - $65,002 per year
Job Level
About the role
- 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
Requirements
- 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; prior use of CRM system (Salesforce) a plus
- Strong desire for continuous self-learning and professional growth
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data integrityclient onboardingaccount maintenancemoney movementstransfer paperwork processingclient depositsSalesforce case managementattention to detailcustomer service
Soft Skills
self-motivatedwell-organizedteam collaborationrelationship buildingverbal communicationwritten communicationprioritizationindependencefast-paced environment
Certifications
Bachelor’s degreeHigh School diploma