Client Service Associate (Springfield, MO)

Mercer Advisors; Springfield (IL); On-site; USD 31,684 - 35,817; Full time

Benefits offered by this job

Health insurance

401(k) Retirement Plan

Paid holidays

Paid time off

Parental leave

Dental and Vision plans

Life & Disability Insurance

Job summary

Mercer Advisors is seeking a Client Service Associate I to provide exceptional follow-through and operational support to the brokerage service team for high-net-worth clients. You will influence client experience while collaborating with a dynamic, client-focused team and utilizing strong organizational, communication and problem-solving skills.

Role includes onboarding new clients, coordinating with custodians and back-office partners, and ensuring compliance in daily operations.

Qualifications

• 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.

Responsibilities

• Provide day-to-day operations and administrative support for one or more registered representatives, 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.

Skills

Prioritization

Collaboration

Communication

MS Word

Excel

Outlook

Junxure CRM

Self-learning

Education

Bachelor’s degree

Tools

Junxure

Laserfiche

Custodian Sites

DocuSign

Black Diamond

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests—always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client‑facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent—wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

Job Summary

The primary focus of a Client Service Associate I is to provide excellent follow‑through and operational support to the brokerage service team in servicing and delivering on the needs of high‑net‑worth clients. As a Client Service Associate, 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.

Responsibilities

• Responsible for day‑to‑day operations and administrative support for one or more registered representatives, 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

Education:

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

Experience

• 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

Certifications

• Notary designation a plus
• FINRA Series 7 preferred, but can be obtained within 18 months after start

Job Skills

• Ability to prioritize in a fast‑paced environment while maintaining 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 communication 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

Business & Technological Knowledge

• Core knowledge of the industry and economic landscape
• Seasoned working knowledge of data and financial metrics relevant to the job
• Strong working and core knowledge of Broker‑Dealer Office Operations and relationships to other Firm operational groups
• Foundational understanding of Junxure and core technology platforms (Microsoft Office, Laserfiche, Custodian Sites, Task Management tools, DocuSign, etc.) at an expert level
• Some knowledge and continued development of Black Diamond and assisting with ad‑hoc reporting requests
• Foundational knowledge of aspects of compliance as related to job tasks in the role and a growing understanding of compliance requirements

Interpersonal Effectiveness

• Teamwork & Collaboration: Actively practices teamwork and collaboration within and beyond the assigned team—e.g., with Branch Ops or Investment Ops and other mid and back office operations
• Balance Priorities: Balances competing priorities and manages time pressures with composure
• Trustworthiness: Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability
• Professional Presence: Demonstrates commitment to professional behaviors—punctuality, attendance, appropriate office conduct, responsiveness, and follow‑through
• Communications: Presents oral and written communications in a concise and well‑organized form

Client Focus & Accountability

• Client Service: Directly supports and maintains client account operations. Demonstrates a logical approach to gathering information to answer client questions. Partners with others to maintain client relationships through responsive, proactive client service. Serves as the primary point of operational contact for clients and brokerage teams. Effectively resolves and manages solutions to resolve client concerns and issues. Proactively engages with internal and external clients in order to exceed expectations.
• Resource Coordinator: Has established working relationships with internal resources needed to deliver high‑quality work on a timely basis
• Quality: Demonstrates accountability for own work quality; can quality‑control own work

Leadership

• Vision & Values: Understands and consistently demonstrates full commitment to HYA & Mercer Advisors Guiding Principles
• Talent Development: Proactively takes on new work. Actively seeks feedback from team members and Wealth Management leaders. Assists with training and mentors new employees as needed.
• Innovative & Change Management: Seeks to learn and apply new approaches and processes. May begin to identify/suggest process improvements.
• Firm‑building: Represents the Firm in a professional manner
• Driving Results: Understands and supports meeting KPI goals

Work Schedule

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

Working Conditions

Professional office environment, daytime hours, working inside, standing, and sitting. No heavy lifting over 10 lbs.

Compensation

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

• $23 – $26 USD

Benefits

• 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 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

Additional Information

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

Mercer Advisors is an equal‑opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements.

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