Client Service Associate

Mercer Advisors

Client Service Associate providing operational support to high-net-worth clients at Mercer Advisors. Handling administrative tasks and ensuring compliance in a collaborative environment.

Posted 7/16/2026full-timeSpringfield • Montana • 🇺🇸 United StatesJuniorMid-Level💰 $23 - $26 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding, compliance adherence, and operational support within the financial services industry. Proficient in managing client relationships and maintaining data integrity while utilizing strong communication and organizational skills.

Highest-signal resume keywords

Client OnboardingCompliance AdherenceData Integrity ManagementCustomer Service FocusFINRA Series 7

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Data ManagementPaperwork ProcessingOperational CoordinationAttention to DetailFast-Paced Prioritization

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationRelationship BuildingSelf-Learning

Tools & Technologies

MS WordMS ExcelMS OutlookCRM SystemBlack Diamond

Certifications & Qualifications

High School DiplomaBachelor’s DegreeNotary DesignationFINRA Series 7

Industry Keywords

Financial ServicesClient RequestsOffice EnvironmentCustomer ServiceOperational Support

About the role

Key responsibilities & impact

Responsible for day-to-day operations and administrative support for one or more registered representative 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
Onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the brokerage service team, custodians, and Black Diamond
Other duties as needed

Requirements

What you’ll need

High School diploma with a Bachelor’s degree highly preferred
2-3 years of job-related experience required
Financial services industry required
Prior experience working in an office environment with a customer service focus helpful
Notary designation a plus
FINRA Series 7 preferred, but can be obtained within 18 months after start
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 (Junxure) a plus.
Strong desire for continuous self-learning and professional growth

Benefits

Comp & perks

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, life’s 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