Available upon request
Benefits We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth. Mercer Advisors is an equal opportunity employer offering a competitive salary and benefit package: Medical Insurance Vision Insurance Prescription Drug Coverage Dental Insurance 401(k) Profit Sharing Plan Paid Vacation and Holidays Life Insurance Accidental Death and Dismemberment Long-Term Disability Voluntary Life and AD&D options Voluntary Short-Term Disability options Health Savings Account option Pre-tax Premium Only - Flexible Spending Account option Domestic Partner Program Financial Planning Service Employee Assistance Program Mercer Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help them to develop a clear vision of their life goals. We then support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life. Our staff of over 170 in 17 offices coast-to-coast includes financial advisors, attorneys, CPAs, investment experts, and other skilled and talented professionals who want to create a life of choices and freedom for each and every client. Be a part of a growing company and discover your potential. The first step to furthering your career begins here. For more information about Mercer Advisors, visit http://www.merceradvisors.com.
Essential Job Functions for the Client Associate include: Providing support to the Advisor Teams by administering client data gathering, investments and on-going service processes Supporting all account transfers Collecting and preparing initial financial data for financial planning meetings Preparing investment paperwork Frequent client, back office and advisor team communications Reviewing financial data Preparing investment reports Researching unusual situations for delays Interacting with other departments including Investments Planning to support the preparation process including the creation, revision and amendment of client data management and analysis Following-up with clients’ other advisors as needed (CPAs, attorneys, etc.) Providing general office support for the department Providing primary support for investment advisory group clients Other duties as needed
Please submit an application via our career website. We also have a Client Associate opening in our Walnut Creek, CA office. https://www.paycomonline.net/v4/ats/index.php?/job/apply&clientkey=C5293336D8F173587892158EBCCAEF72&job=14987&jpt=