Client Service Associate

Mercer Global Advisors Inc.; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

Mercer Global Advisors Inc. in the United States seeks a full-time Client Service Associate to support a dynamic brokerage service team in a professional office environment. This role focuses on handling client requests, onboarding high-net-worth clients, and ensuring compliance with procedures.

Ideal candidates will have 2–3 years in financial services, strong MS Office skills, and experience with CRM systems; Series 7 is a plus.

Qualifications

• High School diploma required; Bachelor's degree highly preferred
• 2-3 years of experience in the financial services industry
• Notary designation is a plus; FINRA Series 7 preferred (can be obtained within 18 months)
• Strong proficiency in MS Word, Excel, and Outlook; experience with CRM systems like Junxure is a plus

Responsibilities

• Manage day-to-day operations and administrative support for registered representatives, including client communication and scheduling
• Ensure compliance with paperwork and procedures for client requests while coordinating with internal departments
• Onboard new clients and process transfer paperwork, collaborating with the brokerage service team and custodians

Skills

Client communications

Administrative support

CRM systems

MS Word/Excel/Outlook

Education

High School diploma

Bachelor's degree preferred

Tools

Junxure CRM

Job description

Providing operational support to a dynamic brokerage service team, the full-time Client Service Associate will manage client requests, ensure compliance with procedures, and assist with onboarding high-net-worth clients in a professional office environment.

Key responsibilities:

• Manage day-to-day operations and administrative support for registered representatives, including client communication and scheduling
• Ensure compliance with paperwork and procedures for client requests while coordinating with internal departments
• Onboard new clients and process transfer paperwork, collaborating with the brokerage service team and custodians

Required qualifications:

• High School diploma required; Bachelor's degree highly preferred
• 2-3 years of experience in the financial services industry
• Prior customer service experience in an office environment is helpful
• Notary designation is a plus; FINRA Series 7 preferred (can be obtained within 18 months)
• Strong proficiency in MS Word, Excel, and Outlook; experience with CRM systems like Junxure is a plus