- 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
- 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
- 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
-
Customer Service Specialist
4 weeks ago
AdaptHealth Corp. Asheville, United States**Customer Service:** Customer Service Specialists are responsible for learning and understanding the entire front-end process to ensure successful service for our patients. The Customer Service Specialists works in a fast-paced environment answering inbound calls and making outb ...
-
Retail Service Specialist
1 week ago
O'Reilly Auto Parts Asheville, United StatesO'Reilly Automotive Tunnel Rd [Store Supervisor / Team Member] As a Retail Service Specialist at O'Reilly Automotive, you'll: Provide professional services while delivering an excellent customer service experience; Support the Store Manager and Assistant Manager in the areas of s ...
-
Administrative Services Specialist
22 hours ago
City of Asheville, NC Asheville, United StatesSummary · About our opportunity: · We are currently seeking qualified applicants for the position of Administrative Services Specialist (Business Services Specialist I) to assist the Asheville Police Department in carrying out the department's daily functions as a part of the Cri ...
-
Dining Services Specialist
3 weeks ago
Givens Communities Asheville, United StatesWhy join Givens? Givens Communities continues to be a positive force and advocate for older adults. We have a mission to expand the possibilities of aging by improving lives through communities, services, and outreach. Givens Communities promotes Diversity and Belonging by aligni ...
-
Print Services Specialist
3 weeks ago
Ricoh Americas Corporation Asheville, United StatesCome Create at Ricoh · If you are seeking a team driven by passion and purpose, come create with us at Ricoh. We are a team of information seekers and customer-obsessed collaborators who aspire to deliver the services, solutions, and technologies that empower business success. We ...
-
Consumer Loan Servicing Specialist
4 weeks ago
HomeTrust Bank Asheville, United StatesJob Summary · The Consumer Loan Servicing Specialist ensures the successful boarding of all consumer loans to the core operating system. This position processes the monthly payment and payoff reports on HELOCs serviced by third parties and processes the release of all paid off c ...
-
Commercial Loan Servicing Specialist I
2 weeks ago
HomeTrust Bank Asheville, United StatesJob Summary: · The Commercial Loan Servicing Specialist I prepares new commercial loans, municipal leases, and participation loans for input into the bank's loan servicing system. This position reconciles individual loan closing transactions, participates in a variety of general ...
-
Quantum Dynamics Asheville, United StatesWe are an internationally active company and market leader in the production of high-quality engine components for the automotive industry, with a Canadian parent company. · We are currently seeking a Supplier Quality Specialist (m/w/d) for our Supply Management Group department ...
-
Customer Service Specialist
4 weeks ago
National Telecommunications Cooperative Association Asheville, United States**Customer Service Specialist** · SMC - North Carolina, 30 Town Square Blvd., Asheville, North Carolina, United States of America Req #49 Wednesday, September 8, 2021 The mission of NTCA is working on behalf of small broadband providers who are working on behalf of rural America ...
-
Customer Service Specialist
4 weeks ago
Anderson Automotive Group Asheville, United States**Join our team**: · The Anderson Automotive Group is a family owned and operated business with over sixty-five years of history. Our franchise car dealerships represent world class manufacturers to include Toyota, Subaru, Nissan, and Kia. We are in the best markets in the South ...
-
Customer Service Specialist
4 weeks ago
Southland Transportation Asheville, United StatesOperations Asheville - Logistics & Recruiting **Customer Service Specialist (Asheville, NC)** · We usually respond within **a day** · Weve found that individuals that thrive in working in the fast-paced environment of food service and hospitality industries transition easily to ...
-
Dining Services Specialist
4 weeks ago
Givens Communities Asheville, United StatesWhy join Givens? Givens Communities continues to be a positive force and advocate for older adults. We have a mission to expand the possibilities of aging by improving lives through communities, services, and outreach. Givens Communities promotes Diversity and Belonging by aligni ...
-
Patient Services Specialist
1 week ago
American Oncology Network LLC Asheville, United StatesLocation:Messino Asheville OfficePay Range:$ $28.20Position Summary: The primary responsibilities of Patient Services Specialist (PSS) to provide quality customer service by greeting the patient, collecting their information and payments in addition to scheduling appointments and ...
-
Patient Services Specialist
2 weeks ago
American Oncology Management Company Asheville, United StatesLocation: · Messino Asheville Office Pay Range: · $ $28.20 Position Summary: · The primary responsibilities of Patient Services Specialist (PSS) to provide quality customer service by greeting the patient, collecting their information and payments in addition to scheduling app ...
-
Patient Services Specialist
4 weeks ago
American Oncology Network LLC Asheville, United StatesLocation: · Messino Asheville Office · Pay Range: · $ $28.20 · RESPONSIBILITIES · Assign new patients and hospital consultations to designated physicians in Region 2. · Demonstrates working knowledge of all facets of role, relevant regulations, and organizational and depart ...
-
Dining Services Specialist
3 weeks ago
Givens Communities Asheville, United StatesJob Description · Job DescriptionWhy join Givens? Givens Communities continues to be a positive force and advocate for older adults. We have a mission to expand the possibilities of aging by improving lives through communities, services, and outreach. Givens Communities promotes ...
-
Givens Communities Asheville, United States**Caf Customer Service Specialist: Givens Gerber Park** · ** Givens Gerber Park Asheville, North Carolina, United States** · **$1,000 sign-on bonus for full-time & part-time team members** · + **Paid out in increments over the first six months** · **Three major medical health ...
-
Consumer Loan Servicing Specialist
1 week ago
Home Trust Banking Partnership Asheville, United StatesJob SummaryThe Consumer Loan Servicing Specialist ensures the successful boarding of all consumer loans to the core operating system. This position processes the monthly payment and payoff reports on HELOCs serviced by third parties and processes the release of all paid off colla ...
-
Program Specialist, Disaster Services
2 weeks ago
National Guard Employment Network Asheville, United StatesJob Description · ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spou ...
-
Program Specialist, Disaster Services
1 week ago
American Red Cross Asheville, United StatesPlease use Google Chrome or Mozilla Firefox when accessing Candidate Home. By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are you ready to be part of the world's largest humanitarian netw ...
Client Service Specialist - Asheville, United States - Mercer Global Advisors
Description
Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money.Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.
Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care.
And we do this as an independent, national fiduciary - which means we are committed to always working in the clients' best interest.
When you join our team, you will find that it is different from what you typically see in our industry.
We bring together the best talent wherever they live -with no formal headquarters, and many flexible working arrangements - so we can assemble the best team.
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:
Monday through Friday, 8:00AM - 5:00PM
Location
We are looking to hire in the EDT zone.
Working Conditions
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.
Benefits:
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:
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.
