Client Service Specialist

Mercer Advisors; Giugliano in Campania; In loco; EUR 30.000 - 45.000; Tempo pieno

Descrizione del lavoro

A leading financial advisory firm in Giugliano in Campania is seeking a Client Service Specialist to provide exceptional operational support to Wealth Advisors. Responsibilities include handling client requests, ensuring compliance, and maintaining data integrity. Ideal candidates will have 1-3 years of relevant experience, excellent communication skills, and a commitment to client service. This role offers a dynamic, team-oriented environment with a focus on helping high-net-worth clients.

Servizi

Competitive and robust benefit package

Generous paid time off program

Company Paid Life Insurance

401(k) Retirement Plan with match

Pet Insurance

Competenze

• 1-3 years of job-related experience required.
• Prior experience in a customer service-focused office environment is helpful.
• Eligible to pursue a CFP designation.

Mansioni

• Provide day-to-day operational support for Wealth Advisors.
• Ensure paperwork and procedures for client requests comply with requirements.
• Maintain data integrity and coordinate with internal departments.

Conoscenze

Organizational skills

Communication skills

Problem-solving skills

Attention to detail

Client focus

Formazione

High School diploma or equivalent

Bachelor's degree preferred

Strumenti

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM system (Salesforce)

Descrizione del lavoro

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

• Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere .

Job Summary

The primary focus of a 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. As a Client Service Specialist, 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.

Essential Job Functions include :

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

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

Qualifications

High School diploma or equivalent. Bachelors degree preferred.

1-3 years of job related experience

Financial services industry required

Prior experience working in an office environment with a customer service focus helpful

Eligible to pursue a CFP designation

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 (Salesforce) a plus

Strong desire for continuous self-learning and professional growth

Work Schedule

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

Working Conditions

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

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following :

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.

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

We are not accepting unsolicited resumes from agencies and / or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here .

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