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Talent Developer I

1 month, 1 week ago
United States
Full-time
Junior
Customer Success
Customer and Technical Support
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 19

Description

  • Deliver hands-on virtual workshops on financial services, daily operations, and the operational systems, tools, and platforms used in daily work.
  • Support onboarding for new hires and contribute to ongoing professional development initiatives.
  • Coach individuals with different learning paces and styles to build skills and support professional growth.
  • Monitor trainee progress and conduct skill assessments for new team members.
  • Develop and maintain training materials, including guides, presentations, and learning units.
  • Provide day-to-day operations support to Wealth Management teams, including money movements, account maintenance requests, case entry and management, and client deposit handling.
  • Ensure client request paperwork and procedures are completed in compliance with Custodian and regulatory requirements.
  • Maintain data integrity across systems and update records as needed.
  • Assist team members with complex requests and answer questions using elevated knowledge.
  • Participate in company initiatives, testing, pilot groups, and specialized workflows.
  • Support client onboarding, transfer paperwork, and new account setup when needed, in coordination with Wealth Management, Custodians, and Orion.

Requirements

  • High school diploma required; bachelor’s degree highly preferred.
  • 1 to 3 years of job-related experience.
  • Experience in the financial services industry is required.
  • Prior office-based customer service experience is helpful.
  • Experience in a training, teaching, or instruction role is recommended.
  • CFP, Series 65, or SIE certification is a plus.
  • Strong ability to prioritize in a fast-paced, client-focused environment while maintaining attention to detail.
  • Excellent verbal and written communication skills and the ability to simplify concepts for diverse audiences.
  • Ability to work independently and collaboratively, follow through on details, and build positive internal and external relationships.
  • Strong MS Word, Excel, and Outlook skills are required.
  • Self-motivated, well-organized, and committed to continuous self-learning and professional growth.

Benefits

  • Base pay range of $30 to $35 USD per hour.
  • Eligible 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.
  • Health coverage including three Cigna medical plans, Kaiser plans in California, dental, vision, and HSA options with company contributions.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave for 8 weeks, plus maternity support through company-paid STD and supplemental STD.
  • 401(k) retirement plan with Traditional and Roth options, matching contributions, and an after-tax option.
  • Employee assistance plan, adoption assistance, concierge services, 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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