Sr. Client Service Specialist; ATL

Overview

Mercer Advisors is a national fiduciary financial services firm serving families with integrated financial planning, investment management, tax, estate, and insurance services. The organization emphasizes a collaborative, client-focused environment with a diverse workforce and flexible working arrangements.

The primary focus of a Sr. Client Service Specialist is to provide excellent follow-through and operational 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 be vital to the success of the organization, working with a dynamic team to support client service delivery, using strong organizational, communication and problem-solving skills.

• Provide day-to-day operations and administrative support for one or more Wealth Advisors, including handling inbound calls and email requests, scheduling, and gathering client data for ongoing service processes.
• Ensure all paperwork and procedures for client requests are completed and comply with regulatory and internal requirements.
• Coordinate with internal operations to fulfill client requests.
• Manage client deposits and maintain data integrity across systems, updating records as necessary.
• Research client issues in cooperation with back-office operation partners.
• Assist with onboarding of new clients, processing transfer paperwork, and setting up new accounts in coordination with the wealth management team, custodians, and Envestnet, where appropriate.
• Guide and train peers on new tasks as needed.
• Perform additional duties as needed to support client service and operations.

Education:
High School diploma with a Bachelor’s degree highly preferred.

• Experience: Five plus years of job-related experience; financial services industry required; prior experience in a customer service-focused office environment is helpful.

• Certifications: Notary designation a plus.

• Ability to prioritize in a fast-paced environment while maintaining client focus and attention to detail.
• Strong collaboration and relationship-building skills with internal teams, clients, and vendors.
• Excellent verbal and written communications skills.
• Proficiency in MS Word, Excel, and Outlook; prior use of a CRM system (Salesforce) is a plus.
• Strong commitment to continuous learning and professional growth.

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

Professional office environment with daytime hours; duties include standing and sitting at a workstation.

Actual base pay within the range depends on location, experience, education, skills, and licenses/certifications. This position includes eligibility for incentive compensation through Mercer Advisors’ programs. Pay range: $60,775 – $71,500 USD.

• Company-paid life and AD&D insurance; disability coverage.
• Multiple medical plan options including High Deductible and Traditional plans;
  Health Savings Account with company contributions.
• Dental and vision plans; dependent care savings account.
• Paid holidays, generous paid time off, and family leave benefits.
• Parental leave (6 weeks) and related maternity benefits; adoption assistance; employer-paid concierge services.
• 401(k) with employer match.
• Other voluntary benefits as described in the full benefits guide.

Mercer Advisors is an equal employment opportunity employer. We provide accommodations for applicants as needed. We participate in E-Verify where required and comply with applicable federal, state, and local laws.