Wealth Client Services Associate

Merceradvisors; United States; On-site; USD 31,684 - 35,817; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid holidays

Vacation & sick days

Life insurance

Job summary

Mercer Advisors is seeking a Client Service Associate I to provide exceptional operational support to our brokerage service team handling high-net-worth client needs. You will play a pivotal role in client experience, data accuracy, and cross-department collaboration in a fast-paced environment.

The role requires 2–3 years in financial services with strong communication and organizational skills, plus a willingness to obtain FINRA Series 7 within 18 months.

Qualifications

• Bachelor’s degree may be preferred for advancement.
• FINRA Series 7 preferred, but can be obtained within 18 months after start.
• Notary designation a plus.
• 2–3 years of financial services experience in an office/customer-service setting.

Responsibilities

• Provide day-to-day operations and administrative support for one or more registered representatives, handling calls and requests.
• Ensure paperwork and procedures for client requests comply with regulations.
• Coordinate with internal departments to fulfill client requests.
• Manage client deposits and maintain data integrity across systems.
• Onboard new clients and set up accounts in coordination with custodians and brokerage teams.
• Research client issues with back-office partners.

Skills

Client service

CRM Junxure

Microsoft Office

Communication

Attention to detail

Data integrity

Education

High School diploma

Bachelor’s degree preferred

Tools

CRM systems

Job description

Mercer Advisors is seeking a Client Service Associate I to provide exceptional operational support to our brokerage service team handling high-net-worth client needs. You will play a pivotal role in client experience, data accuracy, and cross-department collaboration in a fast-paced environment.

The role requires 2–3 years in financial services with strong communication and organizational skills, plus a willingness to obtain FINRA Series 7 within 18 months.