Product Support Specialist (Mountain or Pacific Time Zone)
Mercer Advisors
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Job summary
Mercer Advisors is seeking a Product Support Specialist to deliver technical and client support across our technology ecosystem. You will be a primary contact for advisors and clients, resolving issues and guiding users through system functionality.
The role emphasizes concierge-level service, strong communication, and collaboration with Product, Engineering, and Operations to drive enhancements. Remote work is available with preference for Pacific/Mountain Time Zones.
Qualifications
- High school diploma or equivalent; bachelor’s degree preferred.
- 3+ years of experience in technical support or help desk.
- 3+ years of customer service experience in a client-facing environment.
- Proven ability to troubleshoot technical issues and resolve problems.
- Strong verbal and written communication skills.
- Proactive, customer-focused service orientation.
- Ability to manage multiple priorities in a fast-paced environment.
- Experience supporting CRM platforms such as Salesforce.
- Familiarity with Halo or similar ticketing systems.
- Working knowledge of Zoom, Box, DocuSign, and Microsoft Office.
- Understanding of financial services, wealth management, or investment terminology.
- Experience using AI-enabled productivity tools (e.g., Copilot, Claude).
Responsibilities
- Serve as the primary contact for Client Portal and technology inquiries via phone, email, and ticketing channels.
- Provide concierge-level support with prompt, professional assistance to advisors, employees, and clients.
- Guide users through system functionality and resolve requests per SLAs.
- Educate users on platform capabilities and best practices; maintain KB and training materials.
- Partner with Product, Engineering, and Operations to communicate feedback and drive improvements.
- Monitor queues and manage ticket workloads to meet service delivery expectations.
- Assist with testing, validation, and deployment support for product updates.
- Analyze issues and use data to improve processes and user experiences.
Skills
Education
Tools
Job description
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 42,800+ families across 110+ 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.
- 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 methodology here.
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 42,800+ families across 110+ 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.
- 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 methodology here.
The Product Support Specialist serves as a critical member of the Product Support team, providing exceptional technical and client support across Mercer Advisors’ technology ecosystem. This role acts as a primary point of contact for advisors, employees, and clients, delivering timely resolution of system issues, managing Client Portal support requests, and ensuring a high-quality user experience across multiple platforms.
The Product Support Specialist combines technical troubleshooting expertise with a concierge-level service approach to support business operations and client engagement. Responsibilities include managing support requests through ticketing systems, maintaining user access, partnering with third-party vendors, documenting solutions and processes, and collaborating with Product, Engineering, and Operations teams to identify opportunities for system enhancements and process improvements.
Success in this role requires strong analytical skills, exceptional communication, a client-centric mindset, and the ability to effectively prioritize work in a fast-paced environment.
While this role is remote, we have a strong preference for candidates in the Pacific or Mountain Time Zones given the team's current needs.
- Serve as the primary point of contact for Client Portal and technology-related inquiries received through phone, email, and ticketing channels.
- Deliver a concierge-level support experience by providing prompt, professional, and proactive assistance to advisors, employees, and clients.
- Guide users through system functionality, troubleshoot issues, and ensure timely resolution of requests in accordance with established service level agreements (SLAs).
- Educate users on platform capabilities, best practices, and available self-service resources.
- Maintain accurate records of client interactions, issue resolutions, and support activities.
- Take ownership of support cases from initial intake through final resolution, ensuring consistent communication and follow-through throughout the process.
- Provide day-to-day support for various business technology platforms and applications.
- Configure and maintain user accounts, permissions, and system access requests.
- Diagnose, troubleshoot, and resolve technical issues involving internal and client-facing systems.
- Escalate complex issues appropriately and collaborate with internal technology teams and external vendors to drive resolution.
- Monitor support queues and manage ticket workloads to ensure service delivery expectations are met.
- Assist with testing, validation, and deployment support for product enhancements and system updates.
- Partner with Product Managers, Engineering teams, and Operations stakeholders to communicate user feedback, recurring issues, and enhancement opportunities.
- Advocate for advisors and clients by identifying usability challenges and recommending improvements to products and workflows.
- Contribute to process optimization initiatives that improve support efficiency and user satisfaction.
- Support the adoption of emerging technologies, including AI-enabled tools and solutions, where appropriate.
- Create, maintain, and update process documentation, troubleshooting guides, knowledge-base articles, and training materials.
- Assist in developing standardized procedures that improve service delivery and operational effectiveness.
- Analyze technical issues and business challenges to identify effective and sustainable solutions.
- Utilize system data and support metrics to identify trends, improve processes, and enhance user experiences.
- Adapt quickly to changing priorities while maintaining a high level of accuracy and quality.
- Exercise sound judgment when evaluating issues and determining appropriate escalation paths.
- High school diploma or equivalent required; bachelor's degree preferred.
- 3+ years of experience in technical support, help desk, product support, or related field preferred.
- 3+ years of customer service experience in a client-facing environment preferred.
- Demonstrated ability to troubleshoot technical issues and resolve problems effectively.
- Strong verbal and written communication skills.
- Exceptional customer service orientation and commitment to delivering high-quality support.
- Proven ability to manage multiple priorities in a fast-paced environment.
- Strong organizational, analytical, and time-management skills.
- Ability to work independently while collaborating effectively across teams.
- Experience supporting CRM platforms such as Salesforce.
- Familiarity with support ticketing systems, including Halo or similar platforms.
- Working knowledge of Zoom, Box, DocuSign, and Microsoft Office products.
- Understanding of financial services, wealth management, or investment industry terminology.
- Experience utilizing AI-enabled productivity tools such as Microsoft Copilot or Claude.
This professional role requires availability Monday through Friday, 8:00 AM - 5:00 PM.
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.
The initial deadline for applications is 9/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
$28 - $32 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 Cigna medical plans offerings 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
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.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
Applicant Notices and Employment Rights
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.
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