Client Services Associate

Mercer Wealth Management Group; Louisville (KY); On-site; USD 55,000 - 75,000; Full time

Job summary

A leading financial services firm seeks a Client Services Associate in Louisville, KY. This full-time role focuses on client support and operational excellence, requiring strong organizational skills and a proactive approach. Join a collaborative team committed to delivering exceptional service and building lasting client relationships.

Benefits

Comprehensive medical, dental, vision, life, and disability insurance

401(k) plan with safe harbor match

20 days of paid time off (PTO) annually plus 24 remote workdays

Reimbursement for relevant education, licensing, and training

Modern office with private workspaces and employee gym

Qualifications

• Bachelor’s degree or 10+ years of relevant professional experience.
• Willingness to obtain the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.

Responsibilities

• Serve as a primary liaison for client inquiries, providing timely and accurate responses.
• Manage daily office operations, including answering phones and preparing meeting materials.
• Maintain accurate and up-to-date client records and oversee onboarding processes.

Skills

Organization

Communication

Problem Solving

Critical Thinking

Education

Bachelor's degree

10+ years of relevant professional experience

Job description

4 days ago Be among the first 25 applicants

Direct message the job poster from Mercer Wealth Management Group

Client Services Associate – Full Time

Location: Louisville, KY (On-Site)

Company: Mercer Wealth Management

About Mercer Wealth Management:

Mercer Wealth Management is a client-first, independent wealth management firm committed to delivering customized financial solutions and building lasting relationships. Our newly renovated Louisville office fosters a collaborative, modern work environment designed to support growth, innovation, and excellence in service.

Position Overview:

We are seeking a Client Services Associate to join our dynamic team. This full-time, client-facing role is essential to the day-to-day operations of our firm. As a key member of the client experience team, you will support advisors, build meaningful client relationships, and ensure smooth administrative and operational processes. You’ll be the first point of contact for many of our clients—representing the firm with professionalism, empathy, and attention to detail.

Key Responsibilities:

• Client Engagement & Support
• Serve as a primary liaison for client inquiries, providing timely and accurate responses.
• Educate clients on the firm’s services, tools, and capabilities.
• Proactively reach out to clients to maintain and strengthen relationships.
• Administrative & Operational Excellence
• Manage daily office operations, including answering phones, preparing meeting materials, and handling money movements/transactions.
• Maintain accurate and up-to-date client records and files.
• Oversee onboarding processes such as account setup, documentation, and asset transfers.
• Ensure client data integrity through regular updates and reconciliations.

Qualifications:

Required:

• Bachelor’s degree or 10+ years of relevant professional experience
• Willingness to obtain the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses

Preferred Soft Skills:

• Exceptionally organized with strong time management and follow-through
• Personable, professional communicator with a client-centric mindset
• Proactive, self-starter with critical thinking and problem-solving abilities
• Detail-oriented and capable of managing multiple tasks independently

What We Offer:

• Compensation: Competitive base salary, performance bonuses, and variable compensation negotiable. Typical salary range is $55,000-$75,000+.
• Benefits: Comprehensive medical, dental, vision, life, and disability insurance, 401(k) plan with safe harbor match. Partial matching contribution ($1,000 single/$1,500 family) for employees enrolled in high deductible health plan.
• Time Off: 20 days of paid time off (PTO) annually plus 24 remote workdays
• Professional Development: Reimbursement for relevant education, licensing, and training
• Work Environment: Modern office with private workspaces, employee gym, and multiple collaborative meeting areas

Join Us

If you are passionate about delivering exceptional service, enjoy building meaningful client relationships, and want to grow your career within a respected financial services firm, we encourage you to apply. Be part of a team that values integrity, growth, and long-term impact.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

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