Sr. Client Service Specialist; McLean, VA

Overview

Mercer Advisors offers a distinct work environment in the financial industry. Our diverse team includes 50% women, reflects our commitment to diversity, and we offer flexible working arrangements with no formal headquarters. Join us to make a meaningful impact on the financial lives of families across the country.

Mercer Advisors has served over 31,300 families in more than 90 cities across the U.S. For 40 years, we have integrated financial planning, investment management, tax, estate, insurance, and more, managed by a single team. We are independent, national fiduciaries obligated to always act in the best interest of our clients.

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 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.

• 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
• 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
• Guiding and training peers on new tasks
• Other duties as needed

Education:

• High School diploma with a Bachelor’s degree highly preferred

Experience:

• Five plus years of job related experience required
• Financial services industry required
• Prior experience working in an office environment with a customer service focus helpful

Certifications:

• Notary designation a plus

Job

Skills:

• Ability to prioritize in a fast-paced environment while maintaining client focus and attention to detail
• Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and vendors
• Excellent verbal and written communications skills
• Strong MS Word, Excel, and Outlook skills; prior use of CRM systems (Salesforce) a plus
• Strong desire for continuous self-learning and professional growth

Work Schedule:

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

Working Conditions:

Professional office environment, daytime hours, inside, standing and sitting, assigned to a workstation.

Actual base pay within this range will be based on a variety of factors, including geographic location, relevant experience, education, skills and licenses/certifications. This position is eligible to earn incentive compensation through Mercer Advisors’ programs. Pay Range: $63,325.16 - $74,500.19 USD.

• 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 including two High Deductible Health Plans and a Traditional Co-Pay plan
• Health Savings Account (HSA) with company contributions on a per pay period basis
• Two comprehensive Dental Plans
• Vision Insurance
• Dependent Care Savings Account
• 14 Company Paid Holidays with a full week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Adoption Assistance Reimbursement
• Concierge Services for caring needs of family members
• 401(k) Retirement Plan with Traditional and Roth options with matching
• Pet Insurance

We are not accepting unsolicited resumes from agencies. Mercer Advisors is an equal employment opportunity employer. We comply with applicable federal, state, and local laws and provide accommodation upon request. If you need an accommodation seeking employment, please email  This email is for accommodation requests only.

Rights under federal employment laws include FMLA, EPPA, EEO. U.S. federal law requires verification of identity and employment eligibility;
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