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Client Service Associate (Springfield, MO)

1 month, 2 weeks ago
United States
Full-time
Junior
Customer Success
Customer and Technical Support
CRM
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 21

Description

  • Provide day-to-day operational and administrative support for one or more registered representatives.
  • Answer inbound calls and email requests, schedule follow-ups, and gather client data for ongoing service processes.
  • Ensure client-request paperwork and procedures are completed and comply with requirements.
  • Coordinate with internal operations departments to fulfill client requests.
  • Manage client deposits and maintain data integrity across systems.
  • Research and resolve client issues with back-office operations partners.
  • Onboard new clients, process transfer paperwork, and set up new accounts.
  • Coordinate with the brokerage service team, custodians, and Black Diamond.
  • Perform other duties as needed.

Requirements

  • High school diploma required; bachelor’s degree highly preferred.
  • 2-3 years of job-related experience required.
  • Experience in the financial services industry required.
  • Prior office experience with a customer service focus is helpful.
  • Notary designation is a plus.
  • FINRA Series 7 preferred, but can be obtained within 18 months after start.
  • Ability to prioritize in a fast-paced environment while maintaining client focus and attention to detail.
  • Excellent verbal and written communication skills.
  • Strong MS Word, Excel, and Outlook skills required; experience with Junxure CRM is a plus.
  • Strong desire for continuous self-learning and professional growth.

Benefits

  • Base pay range of $23-$26 USD per hour.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance, plus short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA with company contributions for eligible HDHP plans.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave (8 weeks), family medical leave, and adoption assistance.
  • 401(k) retirement plan with Traditional, Roth, match, and after-tax options.
  • Employee assistance program, pet insurance, and concierge services for caregiving support.
  • Personalized financial planning and guidance at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

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