Client Service Specialist (Newport Beach, CA) position at Mercer Advisors.| Same As Address

Mercer Advisors Client Service Specialist (Newport Beach, CA)

Experience: Highly Experienced

Pattern: full-time

Walk In

Copy Link Report

Diploma

Hiring inbound within Newport Beach

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * 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. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements Coordinating with internal operation departments to ensure client requests are fulfilled Managing client deposits Maintaining data integrity across all systems and updating as necessary Researching client issues in cooperation with back office operation partners Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet Other duties as needed Qualifications High School diploma or equivalent. Bachelors degree preferred. Five years of job related experience Financial services industry required Prior experience working in an office environment with a customer service focus helpful Notary designation a plus Eligible to pursue a CFP designation Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors Excellent verbal and written communications skills a must Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Strong desire for continuous self-learning and professional growth Work Schedule Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $64,175.04 - $75,500.05 USDBenefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@merceradvisors.com. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Other Ai Matches

Sr. Client Service Specialist (Boston) Applicants are expected to have a solid experience in handling Wealth Management - Client Service related tasks

Remote

Tax Director - West Coast (Client Development) Applicants are expected to have a solid experience in handling Wealth Solutions - Tax related tasks

Remote

Specialist, Website Management Applicants are expected to have a solid experience in handling Marketing related tasks

Financial Planner (McLean, VA) Applicants are expected to have a solid experience in handling Financial Planning Group related tasks

Sr. Client Service Specialist (ATL) Applicants are expected to have a solid experience in handling Wealth Management - Client Service related tasks

Wealth Advisor (San Francisco, CA) Applicants are expected to have a solid experience in handling Wealth Management related tasks

Financial Planner (Old Lyme, CT) Applicants are expected to have a solid experience in handling Financial Planning Group related tasks

Sr. Client Service Specialist (Richmond, VA) Applicants are expected to have a solid experience in handling Wealth Management - Client Service related tasks

Financial Planner (Cincinnati or Columbus, OH) Applicants are expected to have a solid experience in handling Financial Planning Group related tasks

Real Estate Manager (Oklahoma City) Applicants are expected to have a solid experience in handling Wealth Management related tasks

Sr. Wealth Advisor (Hybrid - Columbus, OH) Applicants are expected to have a solid experience in handling Wealth Management related tasks

Regional Vice President - Channel (Jacksonville or Orlando) Applicants are expected to have a solid experience in handling Client Development related tasks

Managing Partner, Market Leader Applicants are expected to have a solid experience in handling Wealth Management related tasks

Remote

Senior Analyst, Revenue Operations Applicants are expected to have a solid experience in handling Client Development related tasks

Remote

Senior Attorney (Senior Estate Planning Strategist) - Pacific Time Zone Applicants are expected to have a solid experience in handling Wealth Solutions - Estate Planning related tasks

Client Service Specialist (Newport Beach, CA) Applicants are expected to have a solid experience in handling Wealth Management - Client Service related tasks

Remote

Insurance Advisor (California) Applicants are expected to have a solid experience in handling Wealth Solutions - Insurance related tasks

Creative Director Applicants are expected to have a solid experience in handling Marketing related tasks

Financial Planner (Woodbridge/Westport, CT) Applicants are expected to have a solid experience in handling Financial Planning Group related tasks

Remote

Director of Client Development Financial Planning Applicants are expected to have a solid experience in handling Financial Planning Group related tasks

Financial Planner (Northern California) Applicants are expected to have a solid experience in handling Financial Planning Group related tasks

Remote

Director, Product Management Applicants are expected to have a solid experience in handling Technology related tasks

Client Service Specialist (Charlotte, NC) Applicants are expected to have a solid experience in handling Wealth Management - Client Service related tasks

Client Service Specialist (Newport Beach, CA) job opportunity at Mercer Advisors.

Saved Jobs

No Job Saved

Other Ai Matches