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Private Market Specialist

1 week, 4 days ago
United States
Full-time
Mid Level
Operations Specialist
Operations
CRM Salesforce
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 31

Description

  • Provide day-to-day operational and administrative support to the Private Investments team.
  • Work with advisors to enroll qualified investors in private investment funds.
  • Manage client subscription agreements and ensure all subscription paperwork is completed accurately.
  • Adhere to compliance requirements for private investment funds.
  • Coordinate with internal operations departments to process and track client requests.
  • Maintain data integrity across systems and update records as needed.
  • Research and resolve client issues in partnership with back-office operations teams.
  • Verify outside assets, establish new accounts, and process related account activity when appropriate.
  • Guide and train peers on new tasks and processes.
  • Perform other duties as needed to support the team.

Requirements

  • Bachelor’s degree or equivalent, preferably in Business, Economics, Accounting, or Finance.
  • 3-5+ years of job-related experience.
  • Experience in the financial services industry is required.
  • Prior experience in an office environment with a customer service focus is helpful.
  • Ability to prioritize in a fast-paced environment while maintaining attention to detail and client focus.
  • Strong verbal and written communication skills.
  • Ability to collaborate and build positive relationships with coworkers, clients, and business vendors.
  • Strong skills in MS Word, Excel, and Outlook.
  • Prior experience with a CRM system, such as Salesforce, is a plus.
  • Availability to work Monday through Friday, 8:00 AM to 5:00 PM.

Benefits

  • Base pay range of $65,000 to $75,000 USD.
  • Eligibility for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA options with company contributions for eligible HDHP enrollment.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks, plus maternity support through company-paid STD and supplemental STD.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and an after-tax option.
  • Employee assistance program and company-paid concierge services for personal and family support.
  • Adoption assistance reimbursement, pet insurance, and preferred employee pricing on personalized financial planning services.

Interested in this position?

Apply directly on the company website

Apply Now

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