Remote Financial Services Client Service Associate

Mercer Advisors; United States; Remote; USD 32,000 - 36,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) plan

Parental leave

Job summary

Mercer Advisors is seeking a Client Service Associate I (Pacific Time). This remote role supports the brokerage service team, handling calls and emails, onboarding clients, and coordinating with custodians.

Attention to detail and strong communication are essential for maintaining client satisfaction. The role emphasizes daily operations, data integrity, and collaboration across departments to fulfill client requests and ensure compliant processes.

Qualifications

• Excellent follow-through and strong organizational and communication skills.
• Proven ability to manage multiple tasks with attention to detail.
• Experience with CRM systems and MS Office suite.

Responsibilities

• Provide day-to-day operations and admin support for the brokerage service team.
• Ensure paperwork for client requests complies with requirements.
• Coordinate with internal departments to fulfill client requests.
• Maintain data integrity across systems and update as needed.
• Onboard new clients and process transfer paperwork with brokerage teams and custodians.

Skills

Client service

Organizational skills

Verbal communication

Written communication

CRM systems

MS Office

Problem solving

Time management

Attention to detail

Education

Bachelors degree preferred

High school diploma

Tools

Junxure CRM

Microsoft Office

Laserfiche

Custodian Sites

DocuSign

Black Diamond

Job description

Mercer Advisors is seeking a Client Service Associate I (Pacific Time). This remote role supports the brokerage service team, handling calls and emails, onboarding clients, and coordinating with custodians.

Attention to detail and strong communication are essential for maintaining client satisfaction. The role emphasizes daily operations, data integrity, and collaboration across departments to fulfill client requests and ensure compliant processes.